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Marlin Bollinger, CFP, CLU, ChFC, CFS - President
Marlin formed The Bollinger Group after spending more than 25 years as a producer, manager, consultant, and corporate officer in the insurance industry. His most recent position, Senior Life Sales Vice President for a major insurance company, has provided Marlin with a unique understanding of the brokerage community. Prior to entering the insurance business, Marlin spent several years in the radio and advertising industries.
"I have been extremely fortunate to have worked directly with the Industry's most successful agents, personal producing general agents and brokerage agencies since 1981. As a company representative, I saw how my competitors conducted business. I also learned why some brokerage general agencies were more successful than others. I learned from them all, companies and agencies. I constantly thought about what the independent agent really wanted and needed from the BGA to be successful."
"Creative concepting is one of the keystones to success in both advertising and insurance. The fundamentals are essentially the same. If you can successfully bring a product to market or grow a radio audience by developing a more listened to format, you can develop creative marketing systems in the insurance industry. The only difference is that you must first develop the technical expertise and product knowledge to guide you through the creative marketing process."
The Bollinger Group ranks as one of the leading BGA's in the country and has been a leader in innovative marketing solutions. Their "Sales Ideas that Really Work" seminar series has been a huge success along with their nationally televised presentation of the "Leveraged Bonus Plan". "The Alliance Plan" is a time tested property/casualty marketing system created by Marlin to fuse synergy between the property/casualty agent and the experienced financial service agent.
Marlin envisions The Bollinger Group as a leader in innovative marketing solutions in the coming decade.
"Providing new and innovative ways for our agency force to successfully reach the end-user is paramount to the success of both agency and agent"
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Jeffrey S. Dressel, CLU, ChFC - Senior Vice President Life Sales and Alternative Distributions
Following his 1985 graduation from Dominican University with a BA in Economics and Business Administration, Jeff entered the life insurance industry with a career life company in Chicago, receiving recognition as the top rookie agent. After 5 years of continuous high performance, he was selected to develop a brokerage operation, focusing on the estate planning market and the new survivorship life products. In 1994, Jeff was recruited by a national brokerage agency to relocate to Florida. His focus was to help representatives of national wirehouses to sell life products to their estate planning clients. A few years later he took the position of Regional Vice President for the Southeastern U.S. with a major Mutual Holding Company.
"I enjoy working in an industry that is constantly evolving with new products and new marketing concepts; it is a real motivator for me. Helping experienced industry professionals in the sale process by implementing new products and concepts adds value to the relationship and leads to profitability for both parties."
Jeff is tireless in his efforts to bring unequaled service to the independent producers with whom he works. While maintaining impeccable ethical and professional standards, he helps producers generate additional revenue by providing them with state-of-the-art marketing and product resources. He is a true team player with producers and their staffs. His background in both retail and wholesale operations gives him an advantage that he brings to his professional relationships.
Jeff is active in the Society of Financial Service Professionals where he served as the Tampa Bay Chapter President for 2004-2005. He is also a member of NAIFA.
He lives in Tierra Verde, Florida with his wife and two children.
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Todd Davis, Sales Vice President, Annuity and Long Term Care
Todd's 16 years of experience on both the corporate and independent side of the insurance business is a perfect fit at The Bollinger Group. Todd joined his fellow marketing officers with the required experience to perpetuate the promise of delivered "concierge" level service across all product lines.
Todd's impressive career as producer, sales manager, and trainer provides a solid base from which to provide our agency force with the tools and techniques to excel.
"In an ever changing economic and insurance environment, providing the most appropriate products and marketing concepts are critical to the success of independent agents. We take our commitment to deliver the most efficient, effective, and comprehensive service to the agent very seriously. Equally important is the ability to work with our agency force to provide ancillary "Linked Products" when they fit well into a client's portfolio."
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Victor G. Grieco - Life Sales Vice President
Vic brings more than 20 years of insurance brokerage experience to The Bollinger Group.
Shortly after graduating from Bentley College in Waltham, MA in 1985 with a BA in Accountancy, he relocated to South Florida. Recruited by the premier disability firm in the country; Provident Life and Accident, Vic's insurance brokerage career was off and running. Transitioning into life brokerage, the crux of Vic's experience has been with firms that include John Hancock , Life Brokerage Corporation/Transamerica, BISYS/CRUMP and The Producers Group Advantage.""Doctor Grieco" was a nickname extended to me several years ago by a very well respected broker who admired the way I laid out a perfect game plan for him to go out and sell a significant case. To be able to understand and coordinate both the medical history and the product design aspects of a case and present it in a simple and concise manner is why brokers enjoy working with me. They rely on me knowing the ever changing product arena and the underwriting niches of our core carriers. Our teamwork allows my top producers to do what they do best. Sell!!! without getting bogged down with the inner details.
Vic is past President and Treasurer of GCAHU: Gold Coast association of Life Underwriters
Vic and his wife Mary Kay reside in Wellington, Florida. They enjoy time with their family, friends and two dogs (our kids). Enjoy cruising together on their Harley Davidson's. And you might even find Vic tickling the ivories to one of his favorite Billy Joel tunes.
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Tere Rizzo - Vice President of Marketing & Operations
Tere is one of the country's most respected and recognized insurance administrators. Her career has always centered on the brokerage community and the independent agent. Tere first developed her tremendous sense of urgency as a trainee in a well established BGA in the mid 1970's. She soon moved on to join the Travelers Insurance Company, where she worked her way up the ranks over a period of 17 outstanding years. As Senior Marketing Coordinator, Tere managed the entire marketing administrative staff in Travelers Fort Lauderdale Field Office.
"Working in the Fort Lauderdale office was an experience I'll never forget. It seemed as if we were constantly developing new marketing programs to stay ahead of the curve and the competition. Eventually, we became one of the most respected Field Offices in the country for The Travelers, always ranking in the top 10."
In the mid 1990's Travelers presented Tere with her greatest career challenge. She was asked to develop, build, and administer a new Database Marketing System for Life, Annuity, and Long Term Care wholesalers throughout the country. That was only the beginning. After getting the Database program off the ground, she added marketing modules to the system designed to provide turnkey seminar planning for Travelers field personnel and general agencies.
"Building the Database Marketing Program was a real challenge. As the only marketing employee working directly in the field, I was often required to make on the spot decisions that directly affected many of our field Vice Presidents. When they arrived in a seminar city, I had to make sure the room was filled with the appropriate agents, the marketing materials were on hand, the PowerPoint presentation was ready to go, the amenities were correct, the hotel was compensated, and follow-up procedures were implemented as soon as the meeting ended. I understand the importance of quality service and the magic of reducing a muti -stage process to its most simple and practical form."
Tere's expertise and ability to focus on a task from beginning to end have elevated her to a category few occupy. Her work in the early years helped the Fort Lauderdale Field Office reach top ten status. Her most recent work helped Travelers Life & Annuity become one of the top ten Life Insurance Companies in the Country. The Bollinger group is proud to have Tere on our team, focusing exclusively on helping you, the independent agent, our client!
