Voldico Names Transitions Financial LLC As Referral Resource
Voldico Insurance, Osgood, Indiana – Jerry J. Vollmer, Chief Executive Officer, announced that Transitions Financial LLC, based in Indianapolis, Indiana, is now the referral source for Voldico Insurance and its agents for variable insurance and annuities, investment products and investment management services.
Thomas J. Faulconer, founder and owner of Transitions Financial LLC, has been involved with Voldico for several years, including serving on the Voldico LLC advisory board. Tom is a licensed Indiana attorney, a Certified Financial Planner®, and holds various professional designations including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Property and Casualty Underwriter (CPCU), and Chartered Advisor for Senior Living (CASL). He is an Investment Advisor Representative with CFD Investments, Inc.
Tom and the advisors at Transitions Financial LLC will offer a wide range of variable and investment products and services to current and future Voldico clients. “This arrangement will enhance the abilities of Voldico agents both from a product perspective as well as expertise,” Tom Faulconer said. Tom’s experience as an attorney and his expertise in complex advanced cases will also be available to Voldico agents.
“This latest agreement will allow our agents to offer the complete range of insurance and investment products to our clients. The expertise, experience, and products our agents will now be able to access will be virtually second to none in the industry. We are very excited about this news.” said Jerry Vollmer.
This referral arrangement is another step in providing Voldico agents with the ability to service all of their clients’ insurance and financial needs, supplementing our core property and casualty business. It is Voldico’s main priority to keep up with the ever-changing marketplace and are now much closer to becoming clients’ full-service source for financial products and services.
Voldico Insurance is a privately-owned company specializing in the Growth and Perpetuation of the Independent Insurance Agency. Through Voldico’s Direct Agency model, it operates 32 locations and serves 39 representatives. With the Agency Support Model, Voldico serves and an additional 84 locations. Voldico operates nationwide with its Corporate Headquarters located in Osgood, Indiana.