Caleb Brenczewski CFP®

Working & Partnering with Independent advisors in Nebraska, South Dakota, and Western Iowa. Responsible for distributing variable, registered index-linked, fixed indexed & fixed annuities.

2025 Territory Numbers

• Overall run rate of 138%
• Year over year territory growth of 182% in premium and 188% in applications
• Led the company in RILA run rate at 232%
• Led the Independent West team in new/reactivated producer run rate at 137% - onboarding 88 new producers

Partnered with multiple External & Internal wholesalers across the Pacific Northwest helping distribute annuities to independent financial professionals. Focusing primarily on establishing and growing relationships with non producing advisors. This role required a combination of in-person and virtual meetings

Partnered with an External Wholesaler focused on distributing Variable, Fixed Indexed, and Fixed Annuities to Financial advisors. Specifically focused on growing producers, introducing new ideas to existing producers, and prospecting new producers. Sales totaled over 140 million in 2022 & 2023.

Accolades

• Internal Wholesaler of the Year 2022 - Indy West
• Internal Wholesaler of the Quarter - Indy West - Q2 2022

Completed Jackson Specific product training and took inbound calls from advisors helping with product questions, service, and the overall sales process. Also Obtained life insurance license SIE, Series 6 and Series 63.