This presentation works to help you be informed, empowered and optimistic about the future. The topics and ideas we'll talk about include:

• Factors Impacting Retirement
• Retirement Considerations for Specific Needs
• Ways to Invest your Future

Featured Speaker: Andrea Santellan - Advanced Markets Consultant BrightHouse Financial

Andrea Santellan brings over 20 years of experience as a dedicated insurance consultant providing financial professionals and wholesalers with in-depth case consultation, extensive product knowledge, competitive analysis, and sharing sales strategies and concepts. Andrea built successful relationships by providing exemplary service and educating and consulting financial professionals on how to identify insurance opportunities and  generate revenue in their current books of business.

Andrea joined Brighthouse Financial in 2021 as part of the Platinum Key Partners® Program, as an Annuity Top Producer Analyst partnering with Wholesalers, Divisional Sales Manager, and our Third-Party Vendors offering exclusive service and support to our top financial professionals. Prior to joining Brighthouse, Andrea was an External Wholesaler with John Hancock LTC covering Southern California and New Mexico. She also worked as a Senior Internal Consultant at LPL working with financial professionals and wholesalers focusing on Life and LTC insurance products and as an Internal Life Wholesaler at AIG working with Edward Jones financial professionals. 

Andrea has a Bachelor of Science degree from the University of Phoenix and holds her Series 6, Series 63, as well as her CA Life and Health License #0F00850 and CLTC designation. Andrea has two grown stepsons, was born and raised in Northern California (Wine Country) and currently resides in San Diego, CA.

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Date & Time: Thursday, April 3rd, 2025 | 6pm ET
Location: Virtual Webinar

This event is designed to empower you with the knowledge to make informed decisions and safeguard your financial future. Whether you're approaching retirement or advising clients, this session is essential.

Questions? Email Jill.Brink@lpl.com or call D Gates Wealth Management at 239-424-8305.

We look forward to seeing you there!