Rethink Wealth

Managing Associate

CLTC

CLTC Advisory Board Member

New York Life Insurance Company

Corporate Vice President, LTC, IDI & Business Solutions Sales Officer

Lead a team of 8 Dynamic LTC Product Solutions Consultants covering 65 General Offices
Creator of Content & National Sales Strategies to increase LTC Sales across multiple product solutions
Design and lead National advisor training sessions on How to Present LTC Solutions

Corporate Vice President, Long-Term Care Sales Officer

Partner with Financial Advisors to create written Long Term Care Funding Plans for clients
Host a series of Educational LTC Client Workshops for individuals & extended family members
Explore various LTC Funding Solutions to meet client's needs (Traditional LTCi, Linked LTC Benefits, Annuities, Etc.)
Leverage Tax Advantage LTC Solutions in the Workplace for Executives, Managers & Employees
National Linked Benefit LTC Sales Award, 2016

Long Term Care Product Consultant

Genworth Financial

Promoted to Regional VP for the state of Texas, Top 3 Wholesaler
Responsible for the training and development of Financial Advisors across Edward Jones, Ameriprise & Wirehouses in Long Term Care Planning

Regional Vice President-Genworth LTCI

Genworth

Responsible for developing and identifying new Financial Advisor relationships for LTC Insurance planning
Conducted LTC trainings/ Client Seminars in group settings and 1 on 1 basis
Assisted Financial Advisors in client meeting presentations for LTC Insurance planning
Partnered with Annuity counterpart to leverage advisor relationships, increasing overall production

Regional Vice President-Genworth LTCi

Great Karma Marketing

Dynamic Communications Strategist

Prudential Financial

Promoted to role of RVP covering SW. Texas
Grew market share from 7% to 30% in less than a year
Increased overall annuity sales in territory by 380% in less than a year

Regional Vice President- Annuities

Recipient of Business Development Specialist, Top Closer Award, 2007

Hybrid Wholesaler-Annuities

Recipient of Business Development Specialist, Rookie of the Year Award, 2006

Business Development Specialist-Annuities

Recipient of Internal Wholesaler, Rookie of the Year Award, 2004

Internal Wholesaler- Annuities

For over 20 years my passion has been educating people about the importance of financial planning through a simple ACTION process of Education, Planning and Protection.

I’ve hosted action-oriented Educational Workshops on Retirement Income, Long-Term Care, Social Security and College Protection Planning Strategies for clients and various Financial Advisors, Accountants, CPA’s, Employer Groups and Associations across the United States. 

I’ve been fortunate enough, through my talks, to inspire audiences to Take Action and Protect their families and finances NOW!


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0M99389, AR Insurance License Number - 6078650. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
/COMPLIANCE:2024-5770/

I’m excited to share that I’ll be speaking at Empowered to Excel, a virtual summit for women entrepreneurs and professionals, hosted by Paula Okonneh and Turiya Hodge.
 
 📅 March 9–14
 🕘 9 AM–2 PM EST
 
I'll be sharing a session on March 10th @9:15a.m. titled “Achieving Financial Balance” where we’ll introduce a simple, practical four-step approach to organizing the pieces of your financial picture so you can align today’s priorities with tomorrow’s wealth-building goals.

If you’re ready for aligned growth and meaningful conversations, join us.
 
 👉 Register here: https://bit.ly/4qRLxp9 
 
​​#EmpoweredToExcel #ExcelWithPurpose #WomenWhoExcel #EmpoweredToExceVirtualSummit

Courtney Moody-Crenshaw, CLTC

TV Host on Win Win Women TV Network, Maxwell Certified Coach, Podcast Coach

🌟Social Media Strategist | Storytelling, Social Selling, Client Attraction Systems | I Help Purpose- Driven Women Coaches Build Brand Visibility & Turn Engagement Into Paying Clients🌟 BoostYourBrandVisibility.com

Long-Term Care Planning Specialist | Passionate About Protecting Clients’ Legacies & Reducing Financial Stress | Trusted Partner for Financial Advisors

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