John Florance
I’ve spent most of the past 20 years in the financial services industry helping insurance companies in various marketing and sales roles related to annuities, life insurance, and long-term care insurance. So, I understand these solutions –and the strategies used to sell them – at a chromosomal level.
While I’m trained, licensed, certified, designated, and experienced in asset management, retirement planning, and tax & estate planning, I choose to focus my practice exclusively on financial security solutions. I don’t want to manage your investment portfolio or work on your taxes. Not because I can’t, but simply because I’m more interested in using my skills to help people de-risk their financial lives, and my true expertise is in these areas.
I finally decided to walk away from the corporate rat race and dedicate my acquired expertise to educate people on the proper use and placement of annuities, life insurance, and long-term care solutions. I help people put the right tools in place that help them to meet their immediate and long-term needs and goals.
During the global pandemic, I decided to pick up my pen and share some of my perspective on the use of annuities by writing a book that was published in 2023, called The Biggest Paycheck. Additionally, my articles are published in several financial services magazines and journals, where I write about financial security.
Before my involvement in financial services, I had a 15-year entrepreneurial period, where I founded, built, and ultimately sold a pet products company that manufactured and marketed about 10 feet of the pet aisles in Target, and Walmart, and other national pet product distribution chains.
I inherited my entrepreneurial bent from my first job out of graduate school: Apple Computer, where I was part of the international team that introduced the Macintosh computer to the world.
Since 2015, my wife and I have lived in Elm Grove, Wisconsin, a lovely village on the outskirts of Milwaukee, where we are active in the life of the community. We have two adult children who are launching careers of their own in Denver and Phoenix. My wife Karla runs a successful residential real estate practice serving home buyers and sellers “from Lakeshore to Lake Country”. In my free time, I love to read, ride my bike, play piano, and build wooden boats in my garage workshop.
