FORESTER LUNCH AND LEARN
August 4, 2016 | San Diego, CA



 
 

Tony Morrison

Senior Sales Executive, Foresters Financial

Risk and reward are two sides of the same coin; to realize greater returns on your retirement investments, you have to accept risk. But now that people are living longer, healthier lives, they’re looking for ways to minimize that risk to ensure they have what they need when they need it most. This is where I come in.


WHO I AM:
My name is Tony Morrison, an experienced annuity wholesaler with Foresters Life Insurance & Annuity Company. I provide specialized expertise in Deferred Income Annuities (DIAs), offering guaranteed retirement income without the market volatility of most investment options. I am well-versed in the nuances of DIAs and how to structure them within a client’s portfolio to maximize savings and provide peace of mind for the future.


WHAT I DO:
An insightful leader with 20+ years of experience in sales, training, and business planning and development, I partner with independent agents and advisors to offer solutions that help people meet their financial goals. I excel at defining client needs and consistently delivering solutions that surpass expectations.


Robert Reaburn

Managing Director of Asset Management, LifePro

Robert comes to LifePro with close to 10 years of investment experience. He began his time in capital markets as an equity and fixed income research analyst with a focus on U.S. equities and high yield corporate bonds. Afterwards, Robert took on more responsibility becoming an Associate Portfolio Manager where he was in charge of top down U.S equity strategy as well as the bottoms up security selection and portfolio construction. Over his tenure, Robert has worked on multiple Lipper Award winning funds and believes that utilization of Indexed Universal Life and Fixed Indexed Annuities within a retirement strategy can improve retirement outcomes and help clients manage risk more effectively.




Have any questions?

Please email us at info@lifepro.com or call us at (888) 543-3776