This month, our “get to know” series introduces the world to another of our amazing team members who works behind the scenes, David Nilsen. David is an Operations Lead.
Read on to learn more about David, how he came to IPL, what he finds interesting about PPLI and what he’s watching on TV these days.
My role with Investors Preferred is Operations Lead.
I am born and raised in Arizona. I attended the University of Arizona for my Undergraduate Degree in Business Management and attended the University of Phoenix for my MBA.
I previously worked in the mortgage industry for several years as an accountant, but always wanted to work in the financial industry. Nikki gave me the opportunity as Senior Accountant and was promoted to Operations two years later.
That no two policies are the same. Every client can structure their policy to benefit their status quo.
PPLI is an indispensable tool to help create generational wealth.
IPL’s support team is second to none. When a client reaches out with a question, they are answered without delay. Our leadership team is never out of reach for a client either. We prioritize taking care of the client first because everything else follows when we do.
Currently it seems like I have one per subscription service so not very efficient on that front.
