As an Advanced Markets Sales Director, I leverage over 25 years of industry experience to help advisors bridge the gap between complex technical concepts and actionable sales growth. I specialize in translating sophisticated financial strategies into clear, high-impact solutions for high-net-worth clients and their representatives.

Key Professional Highlights:

Advanced Market Strategy (The Hartford/Forethought): Designed and delivered high-level financial planning concepts—including Estate Planning and Small Business Retirement—simplifying technical strategies to drive daily sales for advisor teams.
Annuity Distribution Leadership (Allegis Advisor Group): Directed the marketing and distribution of fixed and indexed products from 40+ national carriers, managing a sales desk that supported over 700 independent advisors nationwide.
Strategic Channel Partnership (The Hartford): Developed and scaled partnerships across major wirehouses and independent firms, including Edward Jones, LPL, Merrill Lynch, and Morgan Stanley, managing territories with 3,000+ advisors.
Specialized Financial Analysis (Fair Split Financial): As a Certified Divorce Financial Analyst (CDFA), I offer unique expertise in unraveling complex asset splits, tax implications, and equitable maintenance strategies. Comprehensive Wealth Management (Doleman Wealth Management): Provide hands-on estate planning and wealth management solutions, utilizing a high-touch service model to solve unique client financial issues.
Educational Influence: A seasoned speaker who has presented at over 200 industry conferences and due diligence meetings, focusing on Retirement Income Planning and Distribution Planning.

I am dedicated to empowering financial professionals with the advanced tools, insurance-based solutions, and consultative insights necessary to solve their clients’ most challenging problems while scaling their practices.

Background

Entered the Financial Services Industry in 2010
Joined Equitable in 2022
CFP, CIMA, CLU, and CRPC
Bachelor’s Degree in Finance and Marketing from Iowa State University

Business Experience

I work with financial professionals to deliver retirement strategies tailored to their clients’ needs. I provide product expertise, market insights, and practice management strategies to help financial professionals grow and better serve their businesses. Through ongoing education and relationship management, I can help financial professionals navigate complex planning conversations with confidence.

Advanced Innovative Strategies

Annuity book review
Retirement Income gap analysis
Pension replacement and longevity risk strategies
Advanced beneficiary and legacy planning
Sequence-of-return mitigation

Focus Financial Annual Summit

Derick Harris, MBA, ChFC, CRPC, CDFA

Bio

Greg Goin, CFP®, CIMA®, CLU®, CRPC®

Presentation and Supplimental Materials

Bio