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Daniel H. Zwicker

  “Raising The Bar” – Slightly Out of Reach

SUSTAINABLE  LIFETIME INCOME TO 95

 

MY PASSION – BEYOND RISK – DIGNITY – THROUGH FINANCIAL EXECUTION – “WILL YOU BE O.K.?”

My Photo

Beyond Risk is about people and their views on money….borne of over 30 years of front line experience and engagement in the arena of exponential corporate growth through financial practice building under ‘fire’ in a lifetime passion……the assuring of the financial value of our time…..to allow for the completion of our personal and business financial objectives. It is about character, integrity, people and their often complex and conflicting attitudes towards money…..its accumulation…..its preservation and its utility. It is about the leadership of high performance professionals who are committed to managing the capital risk and the lifetime financial well being of their families, business associates and clients. It is about coaching ‘Olympian’ class high performance empowerment. Above all it is about ethical choice in every facet of decision making and execution. It is remarkable that of all the basic life skill related subjects that we include in our children’s early curriculum financial literacy is not one of them…….given that we live in a money economy. It is said that we each have a “Money Personality”. Nothing could be more accurate and more life defining.

 

New Business Development – Financial Services

#1 National Life Insurance Agency builder / Corporate Consultant

Built and sustained #1 National Life Insurance Agency for 10 consecutive years.

Quintupled revenue and net profit in 4 years as #1 National Life Insurance Agency

Duplicating the above is my value proposition

Professional practice financial consultant in the Capital Risk Management sector of the financial services industry for 25 years.

Focus is on sustainable new business development and exponential growth

Business model is an unbiased collaborative Professional Practice client centric market driven platform to achieve sustainable advisor, agency and corporate exponential growth.

Training in structural engineering brings a ‘structural safety’ mindset in ensuring the lifetime                   preservation of capital and the 30 – 40 year lifetime sustainability of retirement income.

 My network includes access to the Best and The Brightest Professional

Financial Practitioners in Canada.

 

 Objective:  

 Consulting/leadership/execution

For a leadership summary visit Linkedin at:

https://www.linkedin.com/profile/view?id=6197693&trk=nav_responsive_tab_profile

Performance Standard:   

 

 Best in Class

 

My focus in the financial services sector has been to achieve Olympic caliber high performance advisor empowerment through coaching exponential growth in self confidence. I spent 4 years collaborating with one of Canada’s top amateur athletic track and field Olympic coaches.

Respectfully submitted,

 

 Daniel H. Zwicker

 B.Sc. (Hons.) P.Eng. CFP CLU CH.F.C. C.F.S.B.

Professional Engineers Ontario.

Certified Financial Planner

Chartered Financial Consultant

Chartered Life Underwriter

Chartered Financial Services Broker

 

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Bio

Dan Zwicker has advised individual and corporate clients on wealth management issues for over 30 years. During that time, he has held agency building leadership positions with some of Canada’s most successful life insurance companies and served clients as an independent financial consultant as well.

With considerable experience and expertise to draw on, Dan has chosen to focus his consultancy on retirement, estate and business succession planning. A strong proponent of unbiased financial planning and investment portfolio oversight services, Dan engages clients one-on-one to assist them in achieving their sustainable lifetime retirement income objectives.

Born in Montreal, Dan studied civil engineering at Queen’s University in Kingston, where he earned an Honours Bachelor of Applied Science degree. In addition to his Professional Engineers (P.Eng.) designation, Dan’s credentials include Certified Financial Planner (CFP), Certified Life Insurance Underwriter (CLU) and Chartered Financial Consultant (CH.F.C.).

With five children and six grand children, Dan enjoys an active family life. He is an avid student of politics, economics and professional financial practice. Other interests include new business development, marketing, ‘web 2.0’ social media, and high performance team sports.

 

 

CAREER  SUMMARY

  • Qualified for top 2% in North American personal sales (Million Dollar Round Table – MDRT) (4 consecutive years prior to agency management)
  • #1 Corporate Agency builder (built & maintained #1 life insurance agency for 10 consecutive years)
  • Professional practice/agency management executive with a consistent yearly record of exceeding agency revenue & profitability targets.
  • Quintupled revenue and net profit in 4 years.
  • Strong strategic thinker with extensive experience in leveraging alternative distribution channels to cross sell investment and insurance products by significantly deepening existing relationships.
  • Solid track record in high performance sales, collaborative relationship building, recruiting, advisor training, professional development, support and operations.

 

 

Agency Builder / Advisor (1977 – 1996)

Imperial Life Assurance Company of Canada (1977 – 1990) / Canada Life (1990 – 1996)

 

  • Leading Canadian financial services life agency builder. Built corporate agency into #1 from # 20 in 4 years receiving numerous corporate & industry recognition awards

for superior agency and industry growth.

  • Led all new Canadian life underwriting sales representatives in my company within

3 months of entering the industry. [MDRT 4 consecutive years prior to entering

management]

  • Led Canadian life agency managers’ national association to profitability as a professional association within 4 years.

 

 

Consulting – Financial services industry (1996 – present)

First Financial Consulting Group

    • Contracted to redesign contemporary distribution platform of a 135 year old fraternal benefit society — a member-based insurance organization — with a rich history of investing in the financial security of its members and sharing with the communities in which they live.
  • Contracted to implement a financial needs analysis software program for a leading global financial services institution. 5,500 advisors across Canada were trained using real time web based communications platforms.
  • Contracted to provide fee for service unbiased client investment portfolio performance oversight based upon investor’s benchmarks. Primary focus is a sustainable (no shortfalls) 30 – 40 year lifestyle retirement income
  • EDUCATION
  • B.Sc. (Hons.) Structural Engineering, Queen’s University, Kingston, Ontario,

       Canada

  •  Graduated in the top 3 % of the class with first class honors in Applied Science

(Structural Engineering).

  • Purdue University, West Lafayette, Indiana, USA      

     Awarded a Teaching Fellowship to pursue an M.Sc. in Structural Engineering

INDUSTRY ASSOCIATION LEADERSHIP:

 

Focus: Client centric fiduciary based professional practice.

 

Life Insurance Managers’ Association of Canada (LIMAC).

Vice President (Elected) Toronto Chapter – 1985

President (Elected) Toronto Chapter – 1986

Secretary Treasurer (Elected) Canada 1987

Vice President (Elected) Canada – 1988

President (Elected) Canada – 1990

 

Preferred engagement:

Contract/Consulting

Compensation:

Base + Performance

References:

Excellent. Available upon request

                                                                                                   

 

 

 

 

 

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