ÂÜÀòÂÒÂ×

With over two decades of sales, marketing, product development and M&A experience, Lance is an undeniable resource for advisors, distribution partners and insurance carrier through his financial services companies Market Synergy Group and CreativeOne.

In 2013, along with three partners, Lance purchased CreativeOne from its former carrier ownership, making it a completely independent agency development organization (ADO). Since then, CreativeOne has expanded its footprint by serving registered reps and investment advisors through its wholly owned broker dealer, ClientOne and Registered Investment Advisor, ChangePath.

In 2014, Lance’s vision of building a leading product development and financial services marketing company became reality. Lance continues implementing aggressive growth strategies through product development and marketing initiatives best tailored to meet carrier and producer needs. Market Synergy has four core carriers they represent in fixed indexed, multi-year guarantee and structured variable annuity products.

Prior to Market Synergy and CreativeOne, Lance served as the senior vice president for annuity IMO sales and distribution for the former Aviva USA, (now Athene Annuity). Lance has ample experience working within the insurance industry. Under his watch, Aviva was a perennial top three indexed annuity carrier with annual premiums up to $7 billion.

Lance is a creative and analytical executive with a solid record of driving results. He is on the forefront of translating consumer and producer needs into products offered by insurance carriers and works tirelessly to match up marketing opportunities with the risk tolerance of companies to make the products mutually beneficial.