Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, Â鶹´«Ã½ offers resources and products designed to meet your personal and family goals.
Support your workforce with innovative employee benefits and retirement solutions. Â鶹´«Ã½ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.
Simplify complex retirement and pension risk management with our tailored solutions for large organizations. Â鶹´«Ã½ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.
Empower your clients with confidence by leveraging Â鶹´«Ã½â€™s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.
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Individuals
Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, Â鶹´«Ã½ offers resources and products designed to meet your personal and family goals.
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Employers
Support your workforce with innovative employee benefits and retirement solutions. Â鶹´«Ã½ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.
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Institutions
Simplify complex retirement and pension risk management with our tailored solutions for large organizations. Â鶹´«Ã½ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.
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Financial Professionals & Brokers
Empower your clients with confidence by leveraging Â鶹´«Ã½â€™s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.
Discover the career journey of Tanner Wooten, Senior Internal Wholesaler at Â鶹´«Ã½. Learn how mentorship, autonomy, and a strong work ethic shaped his success in sales and financial services.
Get to know Tanner Wooten, Senior Internal Wholesaler at Â鶹´«Ã½. Tanner’s career path—from finance foundations to sales success—highlights the importance of autonomy, mentorship, and a strong work ethic. Dive into his experiences with Sales Academy, company culture, and advice for those seeking a rewarding career in financial services.
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Can you walk us through your career journey?
I started my career in 2017 at TD Ameritrade in Omaha, which gave me a solid foundation in finance, obtaining my Series 7, 63, and 66. Two years later, I applied and interviewed with Â鶹´«Ã½, joining the PremierCare sales desk as an internal wholesaler. I had always known I wanted to be in sales, but I didn’t know how much opportunity for career growth and advancement there is in the financial services industry until I joined Â鶹´«Ã½. After three months in the Omaha office, COVID hit and we went remote. Despite the isolation, the relationships I built—especially with Brandon, Nate, Jeremy, Matt, and Rikki—helped me grow and develop during that time. They are some of my best friends not just at Â鶹´«Ã½, but outside of work, too.
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What roles have you held at Â鶹´«Ã½?
I was an Internal Wholesaler until September 2021 before being promoted to an E-wholesaler role - a virtual external wholesaler – on the LTC team. Around that time, I applied to and was accepted into Â鶹´«Ã½â€™s Sales Academy. This was a big step for me, allowing me to connect and learn from some of the best talent Â鶹´«Ã½ has to offer.
In March 2022, Premier Care was decommissioned, which was difficult to process as I had just taken the next step step towards my dream role – being an external wholesaler. Because of that, I had the opportunity to move into the life insurance side, taking a Business Development IW role in the Wirehouse channel. I graduated from the Sales Academy in Spring 2023 and shortly after, made the difficult decision to leave Â鶹´«Ã½ to join a BGA to work as a point of sale. However, I realized how much Â鶹´«Ã½ meant to me in that time and was lucky enough to return in May of 2024 to be a Sr. Internal Wholesaler in the IFP channel.
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What makes someone successful in a sales role?
Work ethic and structure. A strong work ethic can solve a lot of problems, but we must do so within a structure. Be involved with the creation of your territory’s business plan and follow it. Make sure you know the why behind the activities you are completing beyond just checking a box. Truly understand your financial professionals and what problems their clients are facing. Learn how to prioritize your daily tasks and to-do lists. And lastly, never stop learning and developing.
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What was your experience in the Sales Academy at Â鶹´«Ã½?
The process started in August 2021 and was a whirlwind for the next 18 months. It was a demanding time, but it helped prepare me for the next steps in my career and taught me how to handle adversity and long travel days. I flew from Detroit to Omaha on an almost monthly basis for the program’s courses and built strong bonds with the rest of my class. We presented to leaders across annuities and life insurance, gaining visibility and cross-functional experience, while developing strong relationships. I’m extremely proud to have completed the program and still display the trophy in my office. If you want a career in sales at Â鶹´«Ã½, I strongly encourage you to apply for the program. The experience is invaluable.Ìý
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Any advice for aspiring professionals?
Control what you can control—your effort and attitude. You can’t control outside factors, but you can control your work ethic and the attitude you bring with you. If you stay consistent and take the opportunities to learn from your peers and leaders, good things will happen. Internal wholesaling is a rewarding career path with many opportunities, especially at Â鶹´«Ã½. Sometimes the days are long, but the work we do and impact we have makes it all worth it.
Who has influenced your career?
There are so many great people that have had a positive effect on my career like Mike, Sean, Derek, Evan, Brett, Brandon, William, Colin, April, James, Laurie, Peter, Larry, and Bahn have all played key roles. I interviewed with Derek for my first role at Â鶹´«Ã½, and he was one of my first managers when I joined the company. Getting to know great leaders like Mike and Sean through Sales Academy has been an amazing experience. The level of sales professionals we have in the field is top notch, and getting to work alongside some of the best in the industry has made me better. The culture of mentorship that is engrained at Â鶹´«Ã½ is one of the best things about working here.
What do you enjoy outside of work?
I’m a big Michigan and Detroit sports fan. I love going to games at Michigan Stadium, spending time with my wife Claudia and daughter Emery, and traveling. We recently visited Mackinac Island and the Upper Peninsula of Michigan in September. I also love being competitive, whether it is at work, playing golf, or playing (winning) against my friends in College Football 26, I relish any opportunity to compete and win. I also love collecting and wearing Air Jordans, and much to my wife’s chagrin, have nearly 20 pairs.