Bo Marshall Ch Fc, Clu, Casl, Ricp
About Bo Marshall Ch Fc, Clu, Casl, Ricp
Bo Marshall is a Brokerage Director at MassMutual and an Associate Director at Transamerica Agency Network, Inc., with extensive experience in the insurance and financial services industry.
Current Professional Roles
Bo Marshall currently holds multiple key positions within the financial and insurance sectors. He is the Brokerage Director at MassMutual based in St. Louis, Missouri, United States. He also serves as the Associate Director at Transamerica Agency Network, Inc. and owns The Life Insurance Sales Academy. These roles highlight his extensive involvement and leadership in the industry.
Previous Work Experience
Bo Marshall has a rich history of professional experience spanning various roles in the financial sector. He worked as a General Manager at Mutual of Omaha from 2014 to 2017. Prior to that, he served as a Financial Sales Consultant at Allstate Financial in Englewood, Colorado, from 2012 to 2014. His earlier experience includes a decade-long tenure as a Field Development Manager at Bankers Life in Denver, Colorado, from 2002 to 2012.
Educational Background
Bo Marshall pursued higher education at the University of Colorado Boulder, where he earned a Bachelor of Arts degree between 1992 and 1997. Additionally, he attended The American College, enhancing his credentials and expertise with advanced professional designations.
Professional Designations and Expertise
Bo Marshall holds several professional designations, including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL), and Retirement Income Certified Professional (RICP). These designations underline his broad expertise in financial planning, insurance, and retirement income strategies.
Specializations and Client Support
In his role at MassMutual, Bo Marshall specializes in offering products such as Whole Life and Term Insurance, Disability Income, Long Term Care, and Fixed Annuities. He provides one-on-one support tailored to clients' needs, including case consultations, estate and business planning expertise, marketing, illustration support, plan design, and product positioning strategies and presentations. His comprehensive approach ensures robust financial planning and insurance solutions.