Employee Benefits, Resume, Financial, Insurance, Investments, Health Insurance, Life Insurance, Disability Insurance, 401k, HR, Seminars, Training, VP, Broker, Wholesaler

1. Arizona State Licenses
Life, Health, Property,
Casualty, Variable
Products
FINRA Securities Regs.
Series 7, 24, 63,
(INACTIVE- 6. 31, 65)
* 35 YEARS OF SALES
 25 YEARS OF
FINANCIAL SERVICES
 15 YEARS OF
MANAGEMENT/
LEADERSHIP
 20 YEARS OF GROUP
ENROLLMENT
 13 YEARS OF
RECRUITING
EXPERIENCE
SALES TRAINING
Tom Hopkins and Zig Ziglar
COMPANIES WORKED FOR
ING / Reliastar – VP (travelling)
AIG / SunAmerica- Compliance
Dean Witter – Stock Broker
Prudential Securities – Stock Broker
GE Capital – VP ; OSJ (travelling)
National City Bank – VP (travelling)
Washington Mutual Bank – (travel)
Allstate Financial Services - EFS
Farmers Insurance – Res. DM
Edward T. Carpenter
4703 W. Gatehinge Court
Tucson, AZ 85741
520-331-9118
benefitchoices@outlook.com
REGISTERED PRINCIPAL
PERSONAL PRODUCTION: HISTORICAL DATA
Fixed Annuities: $10 million premium CHANNELS
Variable Annuities: $15 million premium B/D, Bank, P&C
Equities and Debt Instruments: $10 million+ Independent
All insurance premium: $1 million+
Wills and Living Trust construction: 200+ Plans
Group Enrollments - 30+ employers
LEADERSHIP ROLES: HISTORICAL DATA
Managing Principal, Traveling VP, CHANNELS
Internal / External Wholesaler, OSJ, B/D, Bank, CPA,
Group Enrollments; Health, Life, Disability, 403B, 401K
P&C, Independent
Seminars and Training, Curriculum Development
POSITION HISTORY
ENROLLMENT SPECIALIST – CIGNA Arizona 05.13 – Present
Group Enrollment, Presentation, Meeting Facilitation, and preparation of
materials. Health product education. Health Reform.
ENROLLMENT SPECIALIST – TBC / UNITED HEALTH CARE 08.13 – Pres.
Group Enrollment, Presentation, Meeting Facilitation, and preparation of
materials. Health product education. Merrill Lynch / LFG 401k qualified.
ENROLLMENT SPECIALIST – AFLAC Tucson, AZ 11.13-Present
Group Enrollment, Presentation, Meeting Facilitation, and preparation of
materials. Supplemental Health product education. Health Reform.
SELF – ARIZONA HEALTH AND LIFE Tucson, AZ 09.03 – 05.14
Owner – Investment and Insurance Producer
 Sales Presentations and education to clients on investments and
insurance.
 Group enrollments for insurance and investments; i.e. 401K, life
insurance and supplemental insurance.
ALLSTATE FINANCIAL SERVICES - (Sub-Producer) Tucson, AZ PFR
10.09- 03.10 ; 09.02-01.03 Managing Principal: Steve Colombo
 Sales Presentations and education to Allstate clients on investments and
insurance.
 Sales Presentations and education to small businesses in the community on
investments and insurance.
LEADING EDGE FINANCIAL SERVICES Sugar Land, TX 77478
03.09- 07.09 Outside Wholesaler
Disability Insurance to Business / Individuals
NATIONAL FUTURE BENEFITS, INC. Tucson, AZ Planning Consultant
05.08- 02.09 Estate Planning and Presentation
Wills and Living Trusts
FORWARD STRATEGIES INSURANCE BROKERAGE, LLC. Tucson, AZ
05.07-05.08 Inside Wholesaler
08.04-07-06 Sales Manager and Support to 300 Financial Advisors nationwide
OTHER FINANCIAL SERVICES HISTORY BACK TO 1990