Adam K Stohlman

Founder, Principal

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Location:

Rochester Hills, MI

Industry:

Financial Services

Work:

Education:

California State University-Northridge 1983 - 1989
BA, Humanities California State University-Northridge 1983 - 1988
BA, Humanities Northwestern College 1982 - 1984

Skills:

Life Insurance
Investments
Insurance
Fixed Annuities
Disability Insurance
Term Life Insurance
Employee Benefits
Retirement
Long Term Care
Financial Services
Wealth Management
Sales
Lead Generation
Underwriting
Marketing
Universal Life Insurance
Whole Life Insurance
Disability Income Insurance
Wealth Accumulation
Iras
Account Management
Medicare
Whole Life
Education Funding
Group Insurance
Business Continuity
Business Succession
Annuities
Retirement Savings Strategies
Retirement Distribution Strategies
Estate and Legacy Strategies
Charitable Giving Strategies
Risk Management
Financial Education
Claims
Leadership
Team Building
Business Development
Management
Securities
Customer Service
Strategic Planning
Writing
Sales Management
Client Relationship Management
Commercial Insurance
Real Estate Investment
Client Service
Microsoft Office
Salesforce

Interests:

Cooking
Environment
Fishing
Arts and Culture
Disaster and Humanitarian Relief
Creative Writing
Walking/Hiking
Swimming

Adam Stohlman Rochester Hills, MI

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Work:

Stohlman Financial Services, LLC

Principal/Managing Director *Local Insurance Agency
Waterford, MI
Jul 2005 to Apr 2009
Agency Manager Markel American Insurance Company
Pewaukee, WI
Aug 2002 to Dec 2004
Property Claims Examiner Insurance Overload Systems
Brookfield, WI
Nov 2001 to Apr 2002
Liability Claims Representative B & B Manufacturing, Inc.
Milwaukee, WI
Mar 2001 to Nov 2001
Risk Manager/Safety Manager Olsten and Remedy

Sep 1998 to Feb 2001
Post-Relocation Temporary Positions (Olsten & Remedy) AAL (Thrivent Financial)
Phoenix, AZ
Mar 1994 to Jul 1998
District Representative Farmers Insurance of Arizona
Phoenix, AZ
Jan 1990 to Mar 1994
Personal Lines Underwriter/Liability Claims Representative

Education:

Skills:

Core Skills and CompetenciesExperience in successful sales of both tangible and intangible products, including all major types of life insurance, disability, long-term care and other insurance products, and annuities, variable annuities and mutual funds Experience working with people at all levels, including attorneys, insurance carriers and financial institutions, on a wide variety of sensitive insurance, legal and financial matters, including multi-million dollar securities transactions, large claims settlements, retirement and estate plans, business continuation plans, employee benefit plans, wills, trusts, CRUTs and other legal and financial instruments Excellent verbal and written communication skills refined in all types of business interactions, including conducting negotiations, making presentations and proposals, analyzing and interpreting insurance and other legal contracts, and composing company guidelines, policies, procedures and manuals Proven history of providing outstanding customer service to both internal and external clients in every type of interaction Public speaking experience before both small groups and large audiences of up to six hundred people Monthly columnist for the nation's most popular website utilized by investment and insurance advisors PC proficiency, including MS Office, Word, Excel, Powerpoint, Outlook, Photoshop