Broker Check
Terri Hoffman

Terri Hoffman

Financial Representative

I assist people in planning a Life of Significance by developing a
clear, long-term strategy intended to achieve their most important life

Financial Representative
March 2017 - Present
Austin, Texas Area
As an Financial Representative with Capitol Wealth Strategies, I assist people
in planning a Life of Significance by developing a clear, long-term strategy
intended to achieve their most important life goals. As a foundation of that
process we must first get a client's financial world totally organized and make
sure that they're protected against anything life might have in store.
Financial Representative of The Guardian Life Insurance Company of
America® (Guardian), New York, NY. Capitol Wealth Strategies is not an
affiliate or subsidiary of Guardian and independently owned and operated.
Guardian, its subsidiaries, agents, and employees do not provide tax, legal,
or accounting advice. Consult your tax, legal, or accounting professional
regarding your individual situation. Links to external sites are provided for
your convenience in locating related information and services. Guardian, its
subsidiaries, agents, and employees expressly disclaim any responsibility
for and do not maintain, control, recommend, or endorse third-party sites,
organizations, products, or services, and make no representation as to the
completeness, suitability, or quality thereof.
SCL_2017-07-11T21:02:10.040 Exp 7/19

T Hoffman Insurance and Real Estate Investment Services
September 2015 - March 2017 (1 year 7 months)
Austin, Texas Area
Page 1 of 3
Helping people set up and plan for financial freedom encompassing both
Insurance and Real Estate solutions.

Vice President of Distribution Planning, AIG Financial Network
February 2014 - March 2015 (1 year 2 months)
Responsible for AIG Financial Network's overall sales organization's
operational support activities. Lead communication and marketing for the
AIGFN field force, key AIG divisions, and external distribution partnerships.
T. Hoffman Insurance Group
September 2012 - February 2014 (1 year 6 months)
Austin, TX
Consultative visionary strategic coaching to Insurance Executives and

AVP Strategy, Planning and Execution
2010 - 2012 (3 years)
Championed strategy and implementation of Protection Products for three
U.S. career distribution channels. Primary liaison to Product manufacturing,
Marketing, Wholesaling teams and other home office support groups.

Director, Protection Products Distribution, Marketing and Sales
2006 - 2010 (5 years)
Led Product Marketing, Packaging and Positioning team for Individual Life,
Individual Disability Insurance, and Long Term Care protection products.
Developed both customer and producer marketing materials that ensured
alignment with sales objectives, product benchmarking, and competitive
analysis. Primary liaison to Individual Life, DI and LTC product manufacturers.

Director, DI Wholesaling, DI and LTC Marketing and Sales
2003 - 2006 (4 years)
Stowe, VT
Built and developed Internal DI wholesaling team that supported external DI
wholesalers. Developed the automated Life to DI program, SIPP, to drive
Page 2 of 3
greater awareness of disability insurance and the producer's experience in
selling the DI product.

New England Life Insurance Co
1997 - 2003 (7 years)
Accountable for driving sales for New England Financial career channel of
both individual disability and Long term care products. Worked in relationship
management partnership with manufacturing and wholesaling partners, Unum
and MetLife corporations.

The American College
Chartered Life Underwriter, CLU · (1997 - 2002)
Widener University
Bachelor of Science (B.S.), Business Administration and Management,
General · (1988 - 1992)