David Danubio

Increased total annuity sales from $800k in 2021 to $42M

in 2024 with $25.9M in RILA sales.

Achieved a territory market share of 11.3% in 2024 off a total market metrics opportunity of $229M.

Successfully increased total producers from 4 in 2021 to 63 in 2024 with an average total annuity premium of $667,000 per advisor across all products.

Closely aligned a marketing and prospecting strategy with internal partner to have a clear, consistent, and effective message while allowing for higher than average sales activity.

Devised a top-down sales process focused on the 80/20 rule to provide an easy to follow plan to best approach, maintain, and grow relationships with high volume FAs and COIs.

Managed T&E budget on a monthly and annual basis to assure profitability under the annual allotment of funds supplied for territory management.

Consistently completed administrative tasks including CE certification, expense reporting, service requests, etc... in a timely and efficient manner.

Member of the Wholesaler Advisory Committee Product development team to work with product development team to create new and creative products and enhancements to bring to market. Instrumental in the development of annuity products launching in June and November, 2025.

Increased sales run rate from $4.3M total annuity sales in 2014 to $125M in total sales in 2020.

Increased producing advisors from 14 in 2014 to 156 in 2020 with an average total premium of $800,000 per advisor across all products.

Developed a comprehensive marketing and sales approach to best maintain contact with financial advisors virtually during the 2020 Covid-19 pandemic. Resulted in an average of 25 virtual meetings per week with FAs.

Closely aligned a marketing and prospecting strategy with internal partner centered on strategy over product while outlining a defined roadmap on consistent and effective follow up practices.

Consistently achieved sales goals across all three main products: fixed index annuities, fixed annuities, and LTC hybrid annuities.

Ranked in the top 5 in fixed and LTC hybrid annuity sales from 2016-2020.

Achieved a 93% FIA territory market share in focus firm Raymond James through a strong working partnership with Producer's Choice counterpart.

Created a top-down sales and marketing plan that successfully segmented territory financial advisors into key categories to better focus on the appropriate producers and prospects.

Effectively partnered with third party asset managers as well as annuity wholesalers with other companies to best leverage relationships and prospect on a referral basis.

Increased sales run rate from $0 on 12/31/13 to $5 million in July 2014 with trending sales at $75 million annualized.

Acquired 57 new YTD variable annuity producers since Transamerica’s product launch in Edward Jones (Dec 2013).

Developed Regional Partnership Plans for each Edward Jones Region to provide quarterly minimums of various meeting types to aid in the overall growth of each region.

Reduce the average time of converting a prospective financial advisor to a producing financial advisor from 3 meetings to 1 meeting via a consultative sales program.

Devised an advisor-centric program that increased branch revenue by an average of $14,000 within 4 weeks of implementation.

Implemented a top-down sales process that focused on the education of the Regional Leadership team of 15 Edward Jones regions to distribute the Transamerica story.

Designed and implemented a multi-strategy marketing plan that provided an immediate impact in a non- producing territory

Increased inherited territory sales 796% from $3.1 million in 2010 to $27.8 million in 2011 (April – December).

Achieved sales of $47.4 million in 2012; an increase of 71% over 2011.

Increased sales by 29% year over year in 2013 through May 2013 (VA sales suspended 5/20/13). Trending to $61 million.

Increased total producers from 17 in 2010 to 181 in 2013; a cumulative increase of 965%.

Member of the Product Development Team to design new products aimed at reducing the overall risk exposure of the variable business line. First product design to market was the Protective Index Annuity launched in April 2013.

Ranked second in total Fixed Index Annuity Sales among independent channel wholesalers for 2013.

Assisted in the development of various consumer and advisor marketing materials pertaining to the asset management strategies employed within variable products.

Appeared as a featured speaker at three 2012 Raymond James top annuity producer meetings held in Tampa Bay, Dallas, and San Diego highlighting the tactical investment management strategy within our product investment platform.

Established a follow up strategy to maintain contact of top producing and prospect advisors 75+ times per year.

Attained $62 million in gross sales across all products in 2009 for the North New Jersey Independent Channel.

Achieved sales of $178 million in 2008 and a 29% market share in AR and LA (TN lost in ’07 territory reduction).

Acquired 2007 sales of $151 million and a 21.3% market share in LA, AR, & TN (OK lost in ’06 territory reduction).

Produced sales of $77 million in ING financial products in OK, LA, AR and TN in 2006, resulting in a 165% increase in sales from 2005.

Attained an average of 135 new producers each year from 2006 - 2009.

Led all ING Financial Solutions Independent Channel Wholesalers in 2007 sales growth of 97% over 2006.

Served on 2 panels for “Wholesaler Best Practices” at the 2008 and 2009 ING National Sales Conferences.

Designed a cross-selling sales strategy around a suite of 5 products (ETF/mutual fund wrap, fixed annuity, variable annuity, immediate annuity, and fixed index annuity) to maximize territory penetration.

Organized 100+ large group events and utilized several well known industry speakers to promote ING products.