AIG Recordings
Recording with Mark Peterson
CLICK HERE to view. Mark discusses the industry outlook for 2021 along with challenges and opportunities for the upcoming year.
Recording with Vern Carlson & Mike Joyal
CLICK HERE to view. Vern and Mike talk about the plan to engage with the Capitas field and upcoming opportunities for the new year.
Giving Purpose To Permanent Life Insurance… The Butterfly Chart (10m 17s):
https://www.brainshark.com/presentation/The_Butterfly_Chart_2020
How AIG’s Chronic Illness & Longevity Riders Work (9m 6s):
https://retirestronger.com/retire-stronger/videos/chronic-illness-longevity-rider-training/
Generation Station: A Tool For Connecting Across The Generations (4m 33s):
https://retirestronger.com/retire-stronger/videos/generational-selling/
AIG Events & Other Opportunities
LIVE - Navigating Underwriting Changes with AIG
Date: Friday, January 29
Time: 12:00pm ET | 11:00am CT | 10:00am MT | 9:00am PT
Duration: 30 minutes
Underwriting Playbook: CLICK HERE to view.
An interview with your Capitas underwriters – Navigating Underwriting changes in the pandemic with AIG. Some of the topics that will be discussed will include - our measured underwriting changes, Success stories, Vive, and Underwriting sweet spots.
Think AIG – Life with Confidence and Success Stories
Date: Friday, January 29
Time: 1:00pm ET | 12:00pm CT | 11:00am MT | 10:00am PT
Duration: 30 minutes
Audience: All are invited
Think AIG – Life with Confidence and Success Stories
AIG Speakers
Mark Peterson - Executive Vice President & Chief Distribution Officer
Mark Peterson serves as Executive Vice President and Chief Distribution Officer, Life Insurance, for AIG Financial Distributors, the U.S. life and retirement distribution organization for American International Group, Inc. (AIG). In this role, he is responsible for leading retail life product sales in the United States through independent distribution, including AIG Life Brokerage, AIG Partners Group, AIG Senior Markets, and AIG Transactional Markets Group, and affiliated distribution, including AIG Insured Solutions Group, and AIG Direct. Mr. Peterson joined AIG in June of 2012 and most recently served as Senior Vice President, Independent Distribution, which includes AIG Life Brokerage and AIG Partners Group.
Mr. Peterson has more than 30 years of experience in the financial services industry. Prior to joining AIG, he served in various sales leadership roles at Aviva, Sun Life Financial, Phoenix Wealth Management and ManuLife Financial. He also has retail market experience from his time as an agent at The Thorne Corporation, serving clients in the high net worth and small business owner market. Mr. Peterson earned a bachelor’s degree in marketing and international business from Minnesota State University. Additionally, he holds FINRA Series 6 and 26 licenses.
Vern Carlson - National Sales Manager
Vern Carlson serves as National Sales Manager, Life Brokerage Channel, Independent Life Distribution for AIG Financial Distributors, the U.S. Life and Retirement distribution organization for American International Group, Inc. (AIG). In this role, he is highly engaged with financial advisors and agents while managing a well-connected regional sales team that is responsible for all life insurance sales through independent life distributors and agents. Mr. Carlson joined AIG in January 2018 and previously served as Regional Vice President for the Mid-Atlantic region.
Prior to joining AIG, Mr. Carlson was associated with MetLife and Brighthouse for 16 years serving in several sales leadership roles in the life insurance and annuity distribution organizations, including Internal Wholesaler, Sales Desk Manager, Regional Vice President for the Southern California region, Head of Advanced Markets and, most recently, Divisional Sales Manager. He was voted life insurance “Wholesaler of the Year” by CPS Insurance in 2010. In addition, Mr. Carlson won the Chairman’s Council Award for sales performance in 2011 and he was recognized by executive leadership as Divisional Sales Manager of the year in 2013 while at Brighthouse.
Mr. Carlson earned a bachelor’s degree in business finance from California State University, Fullerton. He holds Series 6, 63 and 26 licenses from FINRA.
Mike Joyal - Vice President, Head of Strategic Accounts
Michael Joyal serves as Vice President, Head of Strategic Accounts for AIG Life Insurance. In this role, he is responsible for overseeing relationships with our Brokerage partners and Financial Institutions distributing AIG’s life insurance solutions. He leads a team of account managers in generating sales productivity for this channel.
Michael has been with AIG since 2017. Prior to joining AIG, Michael served as Head of Sales for John Hancock’s Insurance Sales Center, where he was responsible for their direct-to-consumer term life insurance sales. He held various management and leadership roles at John Hancock in their Account Management, and Regional Distribution models. Prior to his time at John Hancock, he served as National Vice President for Sun Life Financial supporting various National Accounts, and territories in the Northeast. Michael began his career at Putnam Investments, and held various positions prior to Sun Life Financial in sales and marketing at Manulife Financial and The Boston Company Asset Management, LLC.
Michael earned a Bachelor of Science degree in Operations Research (Engineering) from Columbia University, and a Bachelor of Arts degree from College of the Holy Cross in Mathematics. He holds FINRA Series 6, 26, and 63 licenses.