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MEET THE TEAM!!!Toby Frost: Insurance Planning Director at BBIMToby Frost is an insurance consultant at BBIM. In this role, Frost is responsible for the strategic positioning for BBIM and focuses on the company’s development of territory zone rotation, relationships with key distributor contacts, and product demonstration. With 8 years of experience in the financial planning and banking industry, Toby provides advisors with solution-based annuity, long-term care, and life insurance strategies tailored to achieve each client’s goals. In addition, he delivers marketing support to help advisors attract, engage and impact more people through customized relationship-building content.Prior to Joining BBIM in 2017, Toby spent over 3 years with Northwestern Mutual as both a financial advisor and an associate advisor developing financial plans for high net worth families and individuals. Blending managed money portfolios with insurance designs to create and implement retirement income strategies that met expectations with confidence. Frost also spent two-plus years working as a security licensed banker focused on high net worth clients with investments, insurance, and banking needs. Toby Frost graduated from UMass Lowell with a BS degree in Business administration with a focus on Management Information Systems. Outside of the office, Toby spends much of his time with his wife Madison and dog Mozzy.#finance#financialplanner#financialadvisor#insurance#insuranceplanning
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Special shout out to our COO/ Owner of OIP, Bill Bonk !From all of us Optimized Insurance Planning, we wish you a fabulous day!! 🎉🥳 Happy Birthday 🎈🎂
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Join us on March 8, 2024, for International Women's Day under the theme 'Invest in women: Accelerate progress”, and take a stand with us using the hashtag #InvestInWomenShout out to all the women of OIP, you ladies rock!Elizabeth A Moss Kendall Haire Danielle Ramchandani Tiffany Clark Bonk Carly Anderson Krystal Lemon Michelle Maciejewicz-Peterson Carla Lawton, CLU, CLTC Taylor Tyan and Zeinab Zreik
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BBIM -your first call for Annuities, Life Insurance, and Long-Term Care!#finances #financialplanner #financialadvisor #insurance #insuranceplanning
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LI Success for Financial Advisors is a community we've designed to help you refine your LinkedIn skills, enrich your online presence, cultivate authentic relationships, and attract new clients.Ready to join? Connect with fellow financial experts now: https://lnkd.in/eQgwdkvw 💼🌟
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At BBIM, we provide insurance planning support for financial professionals through a 5 Pillar Approach which encompasses New Client Acquisition, Case Design, Implement Support, Client Services, and Continuing Education. Ready to learn more?Contact us today! #finance #financialplanner #financialadvisor #insurance #insuranceplanning
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"Welcome 2024 With These Financial Resolutions For You And Your Kids"Want access to more great articles like this? Sign up when you click the link to get premium copyright-protected content.BBIM: Your first call for annuities, life insurance, and long-term care insurance. Visit us at bbimins.com#finance #financialplanner #financialadvisor #insurance #insuranceplanning
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From all of us at BBIM - Season's greetings and best wishes for a happy, healthy, and joyous holiday season! #happyholidays2023
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