Wendy Swanson, RICP, CLTC, NSSA is a Retirement Income Certified Professional at Annuity.org. Her voracious appetite for learning new things means she’s often the expert that advisors turn to when they want the latest products, features and sales concepts.
Wendy has been in the insurance industry since 1996. She provides unbiased consulting insight on safe money solutions for advisors who have clients with income, retirement and estate planning needs.
Wendy helps clients expand their pipeline of qualified prospects and close opportunities they’ve uncovered by focusing on marketing efforts. This allows producers to do what they do best: Help clients reach their retirement dreams.
Wendy considers her casework and phone calls from satisfied agents after they’ve helped their clients as the best part of her job. These efforts give her a true sense of jubilation and purpose to know she has helped another client.
Wendy credits her bachelor’s degree in marketing management and her associate’s degree in psychology to contribute to her success. She has contributed content to numerous insurance industry publications.
Originally born in Sioux City, Iowa, Wendy grew up in Homer, Nebraska, where she developed an appreciation for music and became a proficient trumpet player in her youth.
Today, Wendy has three lovely girls who keep her running all week long. When she is not parenting or working, Wendy can be found learning something new – whether by reading books, browsing the Internet or watching documentaries.
Wendy is your expert if you need a dose of encouragement: She’s a believer in the power of positivity, the law of attraction and knows how to turn lemons into lemonade.
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