“You are successful by fulfilling your client needs. We understand this! Join our CIRCLE and allow us to go to work with you. We deliver agents with annuity and insurance marketing programs to aid in your prospecting efforts.”
– John Amatulli, CFE & Eugene Coyle, CFP® ChFC®
Advisors Circle is an annuity, insurance and independent marketing organization. We provide annuity leads, sales training, marketing, life insurance, long term care solutions and concepts to other financial professionals.
John Amatulli,CFE
Co-Founder
John Amatulli,CFE is co-founding principal of Advisors Circle Financial & Insurance Group, LLC as well as President of Amatulli & Associates Financial Services, LLC.
The primary focus of his personal practice is helping baby boomers, business owners, retirees or people nearing retirement receive more income, more growth, pay less tax, and leave more money for loved ones.
John is a graduate of Indiana University with a major in finance and a minor in business administration. He has 20 years of corporate management experience where he was responsible for the United States and Mexico helping business owners and their sales representatives grow their business.
In 2012, John Amatulli was recently recognized as one of the top three financial advisors in the country related to customer satisfaction by Aviva Annuity and Life Insurance Company.
John is also on the Board of Directors for the Better Business Bureau (BBB) in Indiana where he plays a very active role in making sure that companies and individuals conduct business in a fair and honest manner.
John excels at branding his business and is highly experienced when it comes to methods of making your business known locally. He also conducts numerous “Retirement Planning Workshops” per month where he explores the features and benefits of optional plans for his clients retirement funds.
Eugene Coyle, CFP®, ChFC®
Co-Founder
Eugene Coyle, CFP®, ChFC
Eugene Coyle is one of the founding principals of Advisors Circle Financial & Insurance Group, LLC (“Advisors Circle”). As a CERTIFIED FINANCIAL PLANNER ™ practitioner, his personal practice, Coyle & Associates, LLC, a financial services firm, specializes in working with baby boomers and retirees. Currently, he services over 200 clients. Eugene places an emphasis on “Safe Money” while advising his clients on insurance, annuities, estate planning, money management and income tax strategies.
As a financial professional, Eugene has conducted hundreds of Retirement Planning Workshops over the past 17 years throughout the Midwest. Eugene’s leadership in the financial industry allowed him a managing role in growing a start up agency to over 200 hundred financial professionals.
Utilizing his marketing and financial backgrounds, Eugene developed a “blueprint” for assisting financial professionals with education, sales marketing and prospecting.
Eugene graduated from DePaul University in Chicago in 1988, with a double major in Marketing and Human Resource Management. Post college, he acquired the CFP® designation and the ChFC, Chartered Financial Consultant designation. His experience in these areas enables him to empower numerous financial professionals, while his sales design and marketing strategies have proven beneficial for financial professionals in the field. Eugene often travels throughout the country conducting continuing education courses and other courses for licensed insurance and securities licensed agents. As an owner of Advisors Circle, Eugene realizes giving back to financial professionals is a recipe for success and he has a proven track record of doing so.
Shanon Askew
Director of Business Development
Shanon’s responsibility as the Director of Business Development is to build and maintain relationships with advisors and insurance carriers. He involves himself deeply in your practice, not just as a product specialist, but as an all around business consultant to assist in whatever you may need. He will work to develop customized marketing plans to fit your goals, budget and specific needs. Beyond that, he will work to implement sales strategies into your meeting process to offer you higher levels of success.
After nearly 10 years in the industry, Shanon has helped countless advisors to expand their knowledge and grow their business. He has a true passion for this industry and always strives to add value to his team of advisors and will go above and beyond to give you optimal support.
Shanon grew up in central Illinois on a farm and regularly goes back to visit his family. He graduated from Illinois State University with a Bachelors in Finance. He has an English Bulldog named Lloyd Christmas and in his free-time he enjoys spending time with his friends, trying out new spots in the city, playing basketball, skiing in the winter and softball in the summer.
Jason Zika
Vice President, Sales
My name is Jason Zika, Vice President of Sales at Advisors Circle, an independent marketing organization that specializes in helping insurance agents and financial planners grow their business and expand their sphere of influence. When you work with Advisors Circle, you don’t just gain access to experts, resources, materials, and programs that drive conversions and growth – you gain a trusted partner who measures our success by your success.I love what I do because I’m able to impact the lives of others and become a part of their journey. Insurance and financial planning professionals are passionate about helping their customers – but sometimes they need a little help getting in front of new audiences and closing more sales. Nothing excites me more than helping my clients implement the right business development, training, or marketing program that produces measurable results.When I’m not working with clients to develop customized marketing and business development plans, you’ll likely find me outdoors hunting and fishing or spending time mentoring youth in my community.If you’re interested in expanding your network or learning more about how Advisors Circle can support your business, please feel free to send me a connection request or contact me directly at jason@advisorscircle.com
Todd Krantz
Vice President of Marketing
My name is Todd Krantz, Vice President of Marketing at Advisors Circle, an independent marketing organization that specializes in helping insurance agents and financial planners grow their business and expand their sphere of influence. When you work with Advisors Circle, you don’t just gain access to experts, resources, materials, and programs that drive conversions and growth – you gain a trusted partner who measures our success by your success.
I love what I do because I’m able to impact the lives of others and become a part of their journey. Insurance and financial planning professionals are passionate about helping their customers – but sometimes they need a little help getting in front of new audiences and closing more sales. Nothing excites me more than helping my clients implement the right business development, training, or marketing program that produces measurable results. When I’m not working with clients to develop customized marketing and business development plans, you’ll likely find me outdoors golfing, playing sports and spending time with my family.
Our Strategic Partners
Bethany Erwin
Sales Support Representative
Brokers International | www.biltd.com
Phone: 800.362.1097 | berwin@biltd.com
Scott Truka | Vice President, Life Sales
Brokers International | www.brokerslifegroup.com
Phone: 800.362.1097 | struka@biltd.com
Lori Peterson | Sales Support Representative
Brokers International | www.biltd.com
Phone: 800.362.1097 | lpeterson@biltd.com
Liz Osen | Senior Sales Consultant
Brokers International | www.biltd.com
Phone: 800.362.1097 | Fax: 877-279-2327
losen@biltd.com