Our third party Insurance Managers are nationally known and manage the insurance process, including collecting premiums, paying claims and other operational matters. In this way, its functions are akin to a TPA (third-party administrator) of a tax-qualified retirement plan. However, the role of LodeStar Re goes further. It also prepares reinsurance company financial statements, business plans, license applications and annual tax returns.
About the Author: Josh Miner
Involved in the financial services industry for over twenty years, Josh is a nationally known sales and marketing coach for financial advisors and Managing Partner of Spike Sales, LLC, located in Dana Point, California.
Spike Sales provides comprehensive sales and marketing solutions for financial professionals. Josh has been a speaker and content provider for the Fortress and is our Marketing Director. Fortress partners with Spike Sales to handle the management of the day to day marketing functions. Spike Sales team oversees advisor support, web technology management, business development and many other valuable functions needed in today's ever-changing marketplace.