Business Genre
Presentations(s) Expertise
Job Title & Responsibilities: CEO responsible for helping folks select appropriate coverage for their current and future life stages [educating and informing so client has confidence in choice from array of complex product offerings]
Topic Title and Objective Line:
Programs are informative and as entertaining (as compliance will allow!)
- “Maximizing Social Security Benefits” – minimize confusion and headaches, learn from others mistakes, heartaches and bungles so you can strategize the optimal start of your benefits and flex as appropriate
- “Baby It’s Cold Outside” – bundling your insurance protects your estate from the frostbite of unknown hazards
- “MACRA Macarena” – Medicare changes implement slowly; how will they impact your, or your parents, benefits
Presentation Style(Video): Interactive and engaging real-life stories Facilitator - Teacher - Lecturer
Audience Preference:
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- Small group (under 50)
- Medium group (50 to 100)
- Large group (over 100)
Relevance & Professional Development:
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- BS in Marketing, NIU, graduated with honors
- Background & Experience Decades in the financial services sector and insurance industry, teaching people ‘insurance 101, 201 and 301”; annual speaker for the Federal Reserve’s Money Smart Week campaign to promote financial literacy for all ages
- Teaching Experience Coach for Stevenson High School, teaching athletes about fair play, a winning mindset, drills lead to skills, and other important lessons that translate from the field to real life
Certifications:
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- Certified Financial Planner CFP®
- Life and Annuity Certified Professional—LACP®
- Chartered Retirement Planning Counselor—CRPC®
- Life Underwriter Training Council Fellow—LUTCF®
Do you offer CEUs? Yes: Future
Fun facts about speaker (to foster connection with reader)
Lifecycle of a Sports Enthusiast—HS/College Athlete, HS coach, HS referee in a sport better known on the East coast than in the Midwest
- Company name is adapted spelling of Italian word for “sister” intended as compound of “Soar” + “Ella”
- Live in caregiver for mother, Ella with dementia (passed in 2019 at age 95), serve on board for Community Adult Day Center in Downers Grove
- First post-degree job was as a Restaurant Manager, YUM brands, can you guess which one?
- Hero, my dad, who never said a critical word about anyone and was always good for his word; served in the Army in WWII; was an entrepreneur extraordinaire (insurance, real estate, tax (enrolled agent) and a travel agent–all under one roof!)—I share his approachable and principled nature with an ongoing goal of continuous learning to enhance one’s ability to help others