Exciting things have happened to Craig Lytle since he won Advisor Today’s Four Under Forty Award in 2010. He has opened a new agency and has almost earned his CLU designation. Here are some of his thoughts on what it takes to succeed in this business.
Advisor Today: Has your practice changed since you won the award?
Craig Lytle: I have accepted a role as a general agent with Transamerica Agency Network Independent Distribution and I opened an agency office in Newark, Delaware. Additionally, I work as a moderator for The American College LUTCF courses.
AT: What else are you working on?
Lytle: With a primary focus on comprehensive financial planning, life insurance is a core priority within any well- designed financial plan. Many clients have multiple needs and priorities. Hybrid life products offering provisions for critical and chronic illnesses, as well as tax-deferred growth and tax-free access, are very useful when properly positioned and installed.
AT: Do you have any plans to pursue other areas this year?
Lytle: I am one course away from completing the CLU designation.
AT: What advice would you give to advisors who are just beginning their careers?
Lytle: Distinguish between your interest and your commitments. Develop a business plan and a marketing plan that you believe in, and then look for a mentor to help you remain disciplined as you implement tactics and strategies to build your practice.
AT: Would you advise them to join NAIFA?
Lytle: Membership in NAIFA is an absolute must! Get involved in our association to further develop and preserve the integrity of our industry.
Nominate a rising star now
If you know a NAIFA member like Craig who is making a difference in his or her profession and community, nominate him or her for the Four Under Forty Award today. Click here to download the nomination form (PDF) or find it in the March/April issue of Advisor Today.
Don’t hesitate. Send in your nomination form today–your candidate might be just the one who has what it takes to join the ranks of the Four Under Forty!