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Delphine Evans
Cao And Director Of Client Services at Stonewood Financial
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Work Experience
Cao And Director Of Client Services
Dec 2005 - Present · 19 years
Integrity Life
Office Specialist
May 2000 - Sep 2002 · 2 years and 4 months
Independent Senior Sales Director
Feb 1996 - Sep 2002 · 6 years and 7 months
Company Details
2-10 Employees
Our services are designed for one bold purpose: To transform your business. With Stonewood software, turn-key marketing programs, and training and coaching, you get access to proven sales and marketing approaches — and the tools to close business with them. Seminars and lead generation tools for prospecting. Brochures and handouts for client meetings. Customized client reports to close business. It's a complete package sure to power you to success. Advisors use our tools to: Grow their practices Diversify their client offerings Stay compliant in today’s regulatory environment Join our subscription-based website at StonewoodFinancial.com. Connect with us on social media: Twitter: https://twitter.com/stonewoodiul Facebook: https://www.facebook.com/StonewoodFinancial/
Year Founded
2001
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
100 Mallard Creek Rd Suite 200 St Matthews, Kentucky 40207, US
Keywords
Indexed Universal Life InsuranceAnnuityTaxesLegislative RiskIncome RiskTax RiskLead GeMarketingSoftwareClient Reports
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