Allison Terlip, General Agent, Forevermore Financial Planning

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Allison Terlip, General Agent, Forevermore Financial Planning

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02/22/2023

Spent last week in San Diego meeting fellow Ameritas family! Lots of good information and some great speakers. Thanks Dina Becker for making sure we were decked out in FullLife Finanical gear! Excited to bring all the information back to our team and clients! Sean Roberts Chris Cook, FSRI , AAPA, AIRC Jim Carbone Bob Swanson Jeff Graves Toni L Gonzales, MBA, LACP Jeffrey Endecott Paul Mattke Sean Quigley Wesley Baird

02/04/2023

It’s heartwarming to have already developed such a close bond here at FullLife. Seeing these flowers on my doorstep tonight brought a warmth after a difficult day. My grandpa passed yesterday after 95 years on this earth! He was one of the greats. His deep rooted value system of hard work, treating others right and deep love for his family are something that he passed on to me that I will never loose sight of.

The last pic I have of him with an Ameritas shirt I brought home right after I got the offer. I always had him in the top 5 of who to tell when I had big news! He was always proud and would tell you when you needed to shape up in the most eloquent way. His claim to fame in his time in the Army was when he carved his name in Hitler’s fireplace at Eagles Nest when he was serving as an aid to one of the Generals. He was a first generation American.

His family came to Kansas to work in the coal mines from Yugoslavia. He met my grandma who’s family had as well. He moved his way up to run the mechanic department at Pitt State University. He and my grandma spent their date nights building the house he passed in. He didn’t suffer. This summer he was still in his garden and mowing grass. For that I am thankful. This is the guy who walked on a broken hip for 7 months. Then was blowing leaves off the driveway a month after he finally had surgery. An avid gardener you could always count on fresh veggies all summer. Will miss him terribly. However I know that he will push me to keep making him proud. Paul Mattke Jeffrey Endecott Sean Quigley Dina Becker Brenda Hallock Sean Roberts

02/01/2023

BIG ANNOUNCEMENT 📣 🎉

Last year was a year I will never forget; It was the most challenging and rewarding year of my life both professionally and personally. After 14 years in the finance industry, going from Kansas State finance intern, to Financial Advisor, to Manager, to now General Agent….FullLife Financial Planning was born in July of 2022.

This last year was also my first full year of marriage, which can be a learning experience in itself, then add starting a financial firm together.
Although challenging, Sean Roberts and I wouldn’t have it any other way. We have worked together even before marriage and we have always found a way to build a successful team.

Adding our COO Dina Becker to the team and has been absolutely crucial to our success. She has played a big role recently onboarding as we expand our team. FullLife has recently added a Managing Director Jeffrey Endecott to help lead the team Paul Mattke Sean Quigley Wesley Baird. One common thread is we all share the same passion in helping others.

In addition, we brought a professional coach Brenda Hallock. Having a coach is going to be crucial in making sure that as we grow, we do it effectively and create a culture that everyone can thrive in.

I am extremely happy to announce that FullLife has achieved the #1 firm for new agencies in 2022!! This is such a surreal and proud moment for myself, my husband and the entire FullLife Team!

Thank you Chris Cook, FSRI , AAPA, AIRC and the Ameritas family for giving us this opportunity. The support we have received from Chris and the Ameritas team has been imperative to our success! Ken Heckman

01/29/2023

Our team continues to grow both geographically throughout the country and with each member more diverse. The team at FullLife Financial Planning is pleased to announce Wesley Baird as our newest member. Wesley spent 11 years serving as a Weapons Load Crew Team Chief and various other supporting roles for our country’s Air Force.

North Dakota is where he and his family reside. He and his wife, Katherine, just celebrated over 11 years. They have two wonderful children Luke, 10, and Celise, 7, who are growing up so fast. They will welcome their newest child in June. You can hear the love and pride in his voice when he talks about his family. They are avid members of their local church. Wes doesn’t mind getting his hands dirty as his hobbies include working on cars and practicing his shot for hunting season. Now he looks to helping others both individuals, families and business with their financial planning needs.

Since retiring from the Air Force, he finished his Bachelor’s degree in Management. He discovered as he was navigating his way through his next career he was informally helping others with financial planning. After deciding that was the path he wanted to take he obtained necessary liscensing to make it official. He will be bringing over 10 years of leadership and service to the FullLife Financial team and clients throughout North Dakota and across the country.

Welcome to the team!!!

01/15/2023

We at FullLife Financial Planning are extremely excited to announce Jeff Endecott as our new Managing Director. Jeff spent 21 years in the Marine Corps as an Avionics Crew Chief and Maintenance Control Chief. He has been married to Melissa going on 24 years this May and trying to keep up with daughters that are 16 and 13. Jeff loves the outdoors and goes boating, biking, shooting, fishing and loves his family time. Since retirement, he has been working as a financial advisor and has completed his MBA in finance with a perfect 4.0.

Jeff will be bringing over 30 years of leadership to FullLife Financial, our clients and advisors. We could not be more thrilled to have him on our team!
FullLife will continue to become a family that is full of passionate advisors and team members building a family firm that does it better and with more compassion than any others out there

If you are looking for a career change, or perhaps looking for the independence that FullLife can provide, join us as we start to grow in 2023!

01/04/2023

FullLife is proud to announce our newest team member Sean Quigley. Sean joins us kicking off the 2023 year and has been in the financial advising industry just shy of 2 years. He spent 24 years in the Navy. Throughout his career he served in several capacities stationed in Virginia, Hawaii, and Florida.

Sean wanted to give back those serving and started his career has a Financial Advisor in the Pensacola area. As he joins FullLife he looks to serve the local business community and serve veterans throughout the country. His family enjoys outdoors, sports, and especially the beach. Welcome to the FullLife team Sean and family! Dina Becker Sean Roberts Paul Mattke are all fortunate to have him join the team!

01/01/2023

Happy New Year!🎊 May 2023 be full of success, love, challenges and prosperity! FullLife Financial Planning is gearing up for its first full year. 2022 was the year we became a reality. We have exciting times ahead as we lay the foundation of what will be a great team and client base. As 2022 closed out I had the privilege of watching my alma-mater, Kansas Stat play in the Sugar Bowl. It wasn’t the outcome we would have liked. However one thing that stood out and makes the loss easier was the Kansas State family that came from all over to support the team.

Kansas State is big part of my values system and my education. At the pep rally they played a video where Coach Klieman was heard saying to the the players “There are families that sacarafice their vacations and maybe their extra car to buy tickets to see you play. There are people that schedule lives around watching you play.” That is probably a quote I will remember forever as I look back at the Sugar Bowl.

I also will implement that kind of thinking into the team at FullLife Financial Planning. We are our clients voice of reason and planning team. We have the ability to change people lives. Help them make sacrifices that are necessary to make their dreams and goals become a reality. We don’t take it lightly. So in 2023 I recommend y’all make sure you have someone that is doing that for your financial future. Having a coach to help you run the plays and lead you thru the complicated yet simple foundations of a winning strategy that takes into account your families goals, values and sacrifices.

FullLife will continue to become a family that is full of passionate advisors and team members building a family firm that does it better and with more compassion than any others out their. 2022 was just the start.

06/23/2022

At FullLife Financial Planning our slogan is “Live a Fulfilling Life with FullLife Financial Planning”. Ameritas our parent firms tag line is “Fulfilling Life”. I have talked to several folks since we started FullLife and I mean what I say we are a family and we are going to be there for our Managing Directors, Advisors and most importantly our clients for their FULLLIFE! We are committed to being there for all life’s events.

This morning I took my workout to the beach to beat the heat! I put my towel down and saw a perfect photo opp. Exercise and sunrise reflection are part of my living a fulfilling life. I encourage everyone to think about 3 things you do or try to do everyday they find fulfilling! Share in the comments if you would like!

Nicole M Palmer Sean Roberts

Reach out today! Are you making a transition and need guidance? Looking for a career opportunity? What about retiring or separating from the military? SBP? TSP? VGLI? This is an exciting time to join our team in whatever capacity helps you with a fulfilling life!

06/17/2022

Fulfiling FullLife Moment Friday :

Making a change can be hard. Making a change that has always been your dream and you can’t fail ramps up the pressure. After 14 years in this industry and always knowing I wanted to be a leader that was responsible for developing a team of managers and advisors that helped clients live a FullFilling life by taking their financial future uncertainties off their already very busy life’s I received the opportunity.

FullLife celebrated one month earlier this month. The fulfillment over the last month wouldn’t have been possible with all the great folks at Ameritas welcoming us and helping as we joined their family.

Especially Chris Cook, FSRI , AAPA, AIRC who has been exceptional at communicating! Chris sent me an email at 10:15 Wednesday night. After the first month FullLife’s production Nicole M Palmer 🚀 Sean Roberts puts us at #6 for New General Agents for 2022. Our production year runs thru December and I can say without a doubt we will work our hardest to be at the top of our list because being at the top means we are helping more individuals, families and businesses live a FullFilling life.

Have a great weekend everyone! #

Address

Navarre, FL
32566

Website

http://www.Ameritas.com/

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