We offer more than 100 years of experience in the financial and insurance industry.
With a comprehensive production lineup, over 900 dedicated employees and $200 million/year in sales, ZipTek Services and its parent companies manage virtually all aspects of our clients' projects in-house. We back your business with industry-leading technologies, an unsurpassed on-time delivery record and are recognized for outstanding accuracy. We offer affordable prices, faster than our competition!
Simply put, we've been there. We have conducted hundreds of seminars and marketing, coast-to-coast. We have designed and distributed over one hundred million invitations and marketing pieces. We are experienced advisors ourselves and understand how a seminar strategy can change your business and help you to become one of the nation's top producers. We're passionate about seminars and marketing because we've seen, first hand, how effective they are in building a business.
Blake entered the financial services industry in the 90's as a Series 7 licensed stockbroker. When he started, he tried every type of lead generation, networking, referrals, direct mail and pre-set appointments. He struggled to build up his client base and was desperate for something that would work. One day one of the brokers in the office was sick and he was asked to step in and do the seminar. That night, Blake stood in front of the group and read each PowerPoint slide to the audience. The next morning Blake was amazed to find three people waiting at the office wanting to meet with him. He moved his first million dollar account from this first seminar. Ever since that day, he has had a passion for seminars and marketing.
Blake has previously been a Partner with one of the largest FMO’s in the country, personally conducted over 100 financial seminars and currently holds a Life and Health insurance license in the state of Texas.
Nohemy has over fourteen years' experience in the financial seminars industry. She has personally reviewed and approved tens of thousands of seminar orders. She has done every step of the seminar process herself including seminar confirmation callbacks, appointment reminder calls and attended dozens of advisors seminars. She uses this experience to help financial professionals and their appointment setters have more successful seminars. In her free time, she enjoys spending time with her five kids, one grandbaby and traveling to Costa Rica.
Kevin Stoddard has been with ZipTek Services for over 8 years. He is responsible for creative marketing and sales that drive value for his clients. Kevin also assists in the development of new ZipTek programs, training and mentoring ZipTek sales consultants. Prior to joining ZipTek in Oct of 2007, Kevin was a licensed loan officer and branch manager for Innova Mortgage, LLC in Houston, TX. From 2000-2006, Kevin was a marketing/sales manager for the Coca Cola Bottling Company in his hometown, Providence, RI. Kevin lives in Katy, TX and is blessed with his daughter, Kayleigh.
Carrie began her journey in the financial world industry through Foreign Exchange (FX). She became an expert helping bring new Commercial Foreign Exchange (CFX) accounts by building relationships with her clients and watching out for their best interest in such a volatile market. Over the past 7 years, she has grown to facilitate other areas in the financial market and prides herself in learning new skills. She is excellent at offering creative ideas that will add valuable information to your mail piece or to just bounce new ideas around and listen to her run with them. Carrie is very helpful and quick to figure out solutions to problems. She is a great asset to our team!
Connie joined ZipTek with over 7 years' experience in the financial services industry for a well-known FMO. She is very knowledgeable about our business and what an agent needs to be successful. Her background in sales and marketing is strong and she strives to build the best seminar campaigns possible for her agents.
If you read any of the major insurance or financial services publications, you have seen Rosie's design work. With over twelve years' experience, she can help you create a professional marketing campaign to help brand and market your company. Rosie has created and designed thousands of seminar invitations and marketing materials for the top companies and producers in the country.
Kassie has been working with ZipTek since July of 2009. She is great with concentrating on what the client needs and getting it done in a timely manner. She assists with Graphic Design and helps with our new mailer designs. If there is ever something that needs to get done, we can always rely on her.
Kassie is happily married and lives in Houston, TX with her husband Chris and their Labrador/retriever, Mia. Through her husbands' love of sports, she has become a big fan of the Houston Texans, Houston Astros and Texas Longhorns. Hook em! Kassie spends a lot of her free time working out, baking and spending quality time with close friends and family.
Tim works as a Graphic Designer and helps with our Agent/Broker scrubs. Tim was born in Massachusetts and lived there his whole life until he moved to Texas in July of 2014 to live with his girlfriend. They have a Bengal cat named Freya. During his off time he's a PC enthusiast and enjoys playing computer games and trying out new recipes. Although he isn't a huge sports fan, he follows the Patriots and has remained a loyal fan.
Call now to get started (800) 570-1732. We are here to make this easy for you!