We would like to inform you that Wayne McClintock, Quality Quote’s Executive Managing Director & Co-Founder, is leaving QQIS to seek new opportunities. He truly enjoyed co-founding QQIS and working with its advisor clients, strategic partners, and internal team to find innovative solutions. Marty Shull, Quality Quote’s current CSO & Co-Founder, will be filling the Executive Managing Director position. Wayne has said that “Marty is well-versed in both brokerage operations and point of sale alliances. His ability to forge relationships and manage services will help QQIS deliver the unique value proposition and drive growth into the future.” We are confident that Marty will do an excellent job in his new role and wish Wayne the best in any new endeavors!

We appreciate your partnerships and business and look forward to continuing to work with you.

Thank you,
The Quality Quote Insurance Solutions Team

Quality Quote Insurance Solutions
Quality Quote Insurance Solutions, LLC, is an insurance consulting brokerage firm that offers innovative services and solutions to core advisor markets in and around the western United States with an emphasis on Bay Area and California Markets. Its experienced team provides compelling solutions to its core advisor markets: life insurance advisors, wealth management firms, estate planning attorneys, affluent family offices, trustees, and all other financial institutions.

Contact:
Heather Kapp
(844) 879-7747 x702
heather@qualityquotesolutions.com

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The Qualified Leverage Strategy (QLS) is an innovative approach to accessing money from a qualified retirement plan that transforms taxation of assets both inside and outside of the retirement plan. The strategy is designed to minimize the tax impact on qualified plan assets and increase the value and transferability of traditional assets. The benefits of this planning may include reduced taxes, maximized wealth transfer to heirs, increased philanthropy, and greater retirement income. 

“We are thrilled to align ourselves with the talented QLS team,” said Wayne McClintock, Quality Quote Insurance Solutions Executive Managing Director & Co-Founder. “This strategy is profound and will allow QQIS to provide valuable advanced planning solutions to the professional advisor community and the affluent clients they represent.”

Quality Quote Insurance Solutions, LLC, is an insurance consulting brokerage firm that offers innovative services and solutions to core advisor markets in and around the western United States with an emphasis on Bay Area and California Markets. Its experienced team provides compelling solutions to its core advisor markets: life insurance advisors, wealth management firms, estate planning attorneys, affluent family offices, trustees, and all other financial institutions.

Please call 1-844-TRY-QQIS (844-879-7747) or visit www.qualityquotesolutions.com for more information or to get a quote.

Contact:

Heather Kapp
(844) 879-7747 x702
heather@qualityquotesolutions.com

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About Monterey 

Monterey is a waterfront community on the central coast of California with a temperate climate year-round. Kayaking, scuba diving, surfing, whale watching and beach-going are just some of the activities to be enjoyed in and around Monterey. Golf, shopping, and driving the spectacular coastline to Big Sur are a few of the many land-based adventures. www.monterey.org

About Quality Quote Insurance Solutions

Quality Quote Insurance Solutions, LLC is a consulting brokerage firm. We leverage our decades of combined experience and tenure in the industry to venture into entrepreneurship to provide innovative services and solutions for affluent families and their advisors. We have developed an experienced team with strong values, and our goal is to provide superior service and solutions for our advisor clientele. www.QualityQuoteSolutions.com

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Burns has led industry professionals throughout his career. He served 29 years in the life insurance industry; he qualified for MDRT and was a nationwide top 5% performer for AAA Life Insurance Company in 2014. He served as President of the Silicon Valley Association of Insurance and Financial Advisors, LUTC Life Insurance Course Moderator, and Chairperson of the Life Insurance Agents Advisor Council at both New York Life and AAA. Sean has published articles on charitable giving and life insurance and also helped form the California Association of Insurance and Financial Advisors Continuing Education program for agents and brokers statewide.

“Sean and I go back well over a decade,” said Marty Shull, Chief Sales officer and Co-Founder of Quality Quote Insurance Solutions, LLC. “We’re extremely excited to bring on such a passionate, driven, and successful candidate. With his knowledge of the industry, vast network of professionals and close relationships formed over the last 25+ years, Sean will flourish in helping his advisors provide unique and innovative solutions to their clients.” Sean is posed to help spearhead traction within the Silicon Valley office and other Northern California regions.”
Quality Quote Insurance Solutions, LLC, is an insurance consulting brokerage firm that offers innovative services and solutions to core advisor markets in and around the western United States with an emphasis on Bay Area and California Markets. Its experienced team provides compelling solutions to its core advisor markets: life insurance advisors, wealth management firms, estate planning attorneys, affluent family offices, trustees, and all other financial institutions.

Please call 1-844-TRY-QQIS (844-879-7747) or visit www.qualityquotesolutions.com for more information or to get a quote.

Contact:
Heather Kapp
(844) 879-7747 x702
heather@qualityquotesolutions.com

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On Nov. 10, 2014, Wayne F. McClintock and Marty Shull, along with new undisclosed private equity partners and a team of seasoned professionals, launch a San Francisco, Calif. insurance consulting brokerage firm, Quality Quote Insurance Solutions, LLC. They offer innovative services and solutions to core advisor markets in and around the western United States with an emphasis on Bay Area and California markets. To celebrate the launch, QQIS is offering an incentive bonus for all target sales made from Nov. 10, 2014 to June 30th, 2015. For $50,000 of placed target premium, QQIS will host a reward escape trip for three days (two nights) to the Monterey Peninsula in 2015.

“We are excited to launch our new company and share our value proposition with the insurance and financial services markets. We are eager to build quality relationships within the industry and work efficiently to earn business. We will translate our value proposition into success,” said McClintock, Executive Managing Director and Co-Founder.

Leveraging their decades of combined experience in the industry to venture into entrepreneurship, McClintock and Shull have developed an experienced team with strong values whose mission is to provide innovative solutions and superior service for affluent families and their advisors. QQIS offers compelling solutions for its core advisor markets: life insurance advisors, wealth management firms, estate planning attorneys, property and casualty agencies, merger and acquisition firms, private equity groups, venture capital firms, affluent family offices, trustees, and all other financial institutions. Through a partnership with a large, respected national brokerage organization that affiliates with all the best companies and carriers in the marketplace, QQIS has the right relationships in place to return optimal business opportunities to advisor clients.

Wayne F. McClintock, Executive Managing Director and Co-Founder, has been consistently nationally recognized by his peers with the honor of sales leader and distribution innovator. He brings seventeen years of high-end executive sales and business development experience to this position. The firm and its mission will synergize with Wayne’s expertise as QQIS provides increasingly innovative insurance solutions for the marketplace.

Marty Shull, Chief Sales Officer and Co-Founder, offers over twelve years of sales experience in the business-to-consumer and business-to-business marketplace. With a specific focus on business owner and executive solutions, personal estate protection, and succession planning, he has learned the necessary tools, traits, and processes to be a successful broker in this arena and to help others succeed. Marty, using his expanded network, is going to provide the platform for recruiting and retaining successful financial professionals for QQIS.

Please call 1-844-TRY-QQIS or visit www.qualityquotesolutions.com with questions or for more information.

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