IREAP WEBINAR

Andrew Rinn, JD, CFP, CLU, ChFC is the Assistant Vice President of Advanced Strategies at Sammons Financial Group, where he leads a group of highly skilled and credentialed individuals. The team provides a single source of contact for advisors to successfully position their clients complex and challenging wealth management cases. The team’s proficiency includes the full spectrum of advanced planning resources coupled with thought leader expertise in advanced business, estate and retirement planning. His own expertise includes wealth preservation, estate planning, business planning and executive benefits. He consults with insurance professionals and client’s tax advisors when appropriate to facilitate sales opportunities. Andrew is a frequent speaker and has authored articles in Life Insurance Selling, Senior Market Advisor, National Underwriter, AALU and Journal of Financial Service Professionals. His speaking experience includes Forum 400, Clinic for Advanced Professionals, AALU and LIMRA Advanced Sales Forum. He also is an Associate Editor for the Journal of Financial Service Professionals. Prior to joining SFG, Andrew was the VP of Advanced Solutions & Design at Ameritas. He also held roles at MetLife, Principal Financial Group and Mutual of Omaha where he specialized in business and estate planning. Andrew obtained his B.S. from Midland University and received honors as an Academic and Athletic All-American. He was inducted into the NAIA Athletic Hall of Fame in May of 2007. He obtained his Juris Doctorate (JD) from Drake University Law School in Des Moines, Iowa, where he was a member of the Dean’s List. After passing the Iowa Bar exam, Andrew served as an Assistant County Attorney and Iowa Assistant Attorney General before beginning his career in Advanced Markets. He has also served as the Chapter President of the Des Moines Society of Financial Service Professionals and the President Elect of the National Board for the Society of Financial Service Professionals.

Steven A. Susel is a Managing Director of MS Capital, a subsidiary of Marshall & Stevens Incorporated. He is responsible for business development, relationship management, and transaction execution. Mr. Susel has been involved in investment banking since 1993. He specializes in evaluating and working with privately held companies and their management teams to achieve their corporate and personal objectives. His experience in the merger & acquisition, venture capital, public market, and ESOP areas resulted in extensive experience working with private companies to create liquidity and growth strategies. He is responsible for several long-term national relationships for MS Capital. Mr. Susel earned a Master of Arts and Bachelor of Arts in Political Science from Case Western Reserve University and a Master’s in Business Administration from American University.