Peter A. Winer, ChFC 615-945-0313 Series 63,65 & 7 petewiner@gmail.

com Executive Profile Business Development Expert with over 20 years of maximizing corporate profits a nd exceeding defined margins in the field of private wealth management, wealth p rotection and asset preservation, and in every facet of the insurance industry. Areas of Expertise * * * * * * Sales and Marketing Management Distribution Growth Catalyst Relationship and Account Management Product development and Strategic Marketing Training, Mentoring and Team Building Strong Presentation and Public Speaking

Professional Accomplishments Highlights Sales and Marketing * Grew annuity sales 121% to achieve 90% of plan * Generated $4.5 million of annuity assets under management and advised clients on comprehensive financial planning * Average public seminar generated appointments with 83% of families in attendan ce * Implemented new marketing approach to increase RPR (Revenue Per Rep) and both horizontal and vertical sales growth Management * Motivated staff to focus efforts on cross-selling opportunities * 100% customer satisfaction with "0" (zero) customer complaints * 100% account retention rate due to relationship building and development of cl ient trust * Staff supervised by me grew unit sales by over 50% each per annum * Led team to first $ 1 Million cash production bonus in history of firm Business Development * Enhanced existing distribution channel relationships and attracted additional field representatives resulting in 139 % growth in both horizontal and vertical sales * Developed "fact-based" selling tools to assist field force in communicating 't he annuity advantage' to prospective customers and improve their sales effective ness and profitability by 200% * Trained staff on annuity product benefits across multiple carriers and product lines as well as on critical core tax law to elevate their ability to assist th e field force in their selling process. * Trained distribution channel on cross selling resulting in additional 40% prod ucer revenue Work History Managing Director Lighthouse Tax Advisory Centers, Franklin, TN 2008-Present VP of Business Development Covenant Reliant Producers, LLC, Nashville, TN 2004-2 008

Owner/Investor/President Winer and Jones, LLC, Private Wealth Mgmt./ Insurance and Annuity Sales Baltimore, MD 2000-2004 Owner Peter A. Winer, Private Wealth Mgmt./ insurance and Annuity Sales, Baltimo re, MD 1989-2000 Education BS, Pubic Communications Boston University Boston, MA Relevant Professional Development * Chartered Financial Consultant, American College, Bryn Mawr, PA * Certified Wealth Protection Planner, R. DeFrancesco, JD, Wealth Preservation I nstitute, St. Louis, MO * Ed Slott Advanced IRA Training, Ed Slott, CPA, Las Vegas, NV * Ed Slott Advanced IRA Training, Ed Slott, CPA, Orlando, FL * Advanced Estate Planning, Nashville TN * Advanced Retirement Planning, Nashville, TN * Keys to The IRA Kingdom, David Royer * Universe of Income Producing Assets, David Scranton, CFA, Advisors Academy * Planning for Business Owners and Professionals, Nashville, TN Professional Community Involvement Seminar Presenter Conducted public seminars on investment and financial planning since 2002 Radio host Produced, wrote and co-hosted "Senior Solutions" radio show focused o n financial issues facing retirees Ghost Writer "The Truth About..." series, 2010-2011 * * * * * * * * The Truth About Retirement The Truth About Taxes The Truth About Annuities The Truth About Mutual Funds The Truth About Bonds The Truth About Ten Simple Steps to Financial Freedom Growth Without Risk (2011 Update/Revision)

Operation Veteran Help Founder and manager of this non-profit community outreach program to assist wartime veterans and their widows learn about and apply for D epartment of Veterans Affairs pension benefits. Assisted over 100 families to ob tain this obscure financial benefit. Other Community Involvement Lions Club International Cub Scouts of America Troop 294 - adult participant Boy Scouts of America Troop 16 - adult participant