Broker Check
Donald Connors

Donald Connors

Financial Specialist

Credentials and Qualifications

  • Graduated from Bob Jones University with a BS in Finance and Minor in Computer Science
  • Member of Nu Delta Chi
  • Currently enrolled at the American College, continuing education for CHFC
  • CLTC – Certified Long Term Care

I have 22 years of experience in the financial services industry and have spent the last 11 years with Guardian Insurance Company and Park Avenue Securities. Independence Planning Group (IPG) is an agency of Guardian and PAS and I have been with this agency for the last 11 years. Inside the agency I have operated in a few roles. I have always been a registered representative and worked directly with clients in insurance and investments, but I have also been a Career Develop Specialist (CDS) which is a management role responsible for recruiting and training new agents. I have been licensed to use the Living Balance Sheet for the last 11 years as a producer and agency trainer.

Achievements

  • 11 consecutive year qualifier for Guardian’s Leader/ Executive Council (Guardian top producers)
  • 1 Time Presidential Citation Award Winner – (Guardian top sales and training managers)
  • Perianal Park Avenue Securities VIP member (Top 100 investment producers for PAS)
  • Court of the Table – Million Dollar Roundtable

Business Profile

Insurance

  • Represent over 600 clients with total annual premium of $4.9M
  • Manage over $16.1M of cash value in life insurance and $471M of total death benefit
  • We have achieved over a 95% persistency rate on our book of business
  • The median age of our client base is 44 (Over 32% of our clients are over the age of 50)

Investment

  • Directly manage over $120M of assets
  • Our team works with over 400 households
  • Average investment account value is greater than $200K

 

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), Financial Representative of Guardian