Meet Our Experts
As a member of Rocking Chair Millionaires, you have immediate access to the same resources we have, accelerating your ability to succeed.
As a member of Rocking Chair Millionaires, you have immediate access to the same resources we have, accelerating your ability to succeed.
Jeff has been in the insurance industry since 1987. He started out working for his father’s exclusive agency. He broke off to starthis own local retail agency. That operation has grown from one state to national. He now owns a retail, wholesale, MGA platform.
He has monetized agencies putting him in the Top ¼ of 1% of agents nationwide.
He is an Amazon published author on insurance marketing.
Shashank has led InstaMortgage to be one of the fastest-growing mortgage companies in America and the fastest-growing private company in Silicon Valley. In 2017 and in 2021, InstaMortgage (aka, Arcus Lending) was named to the Inc 500 list of the fastest-growing private companies in America (aka “most Exclusive Club in Business”).
In September 2020, Shashank led his team to create Rachel, the world’s first digital human in the mortgage industry.
Shashank has been named several times to the “most influential” and “most connected” mortgage professional list.
Ritter has more than 275 full-time employees to assist agents in all facets of their insurance business, from licensing to contracting, to new business, to commissions. They currently offer services and products in all 50 states plus Puerto Rico.
Robert has a robust skill set that includes Health Insurance, Insurance, Medicare, Health Savings Accounts, Managed Care and more. He has 28 years of experience in the industry with extensive knowledge of the NY and NJ markets.
Dawn works with agents and agency partners to help expand their portfolio to include Medicare. Now is the time to add Medicare to any portfolio, the opportunities are endless. She is part of the team that provides Product Training, Education & Marketing.
Marc has 35 years of experience in public accounting. He recently sold his CPA practice to concentrate on Social Security. Marc helps individuals and professionals understand and maximize their Social Security benefits with Premier Social Security Consulting.
Jim is the lead consultant in the Social Security consulting department, with over 35 years of experience in helping individuals manage their Social Security benefits. He retired after 35 years with the Social Security Administration and is co-founder of the National Social Security Advisors certificate program.