Balu has two decades of experience in the US Insurance Services, covering Business Development, Operations, Training and managing financial advisor network, and has a comprehensive knowledge of the US Life Insurance industry. He was the Vice President - Marketing, at Linsco/Private Ledger (LPL Insurance, CA) and was earlier General Manager of Insurance Services at Associated Securities Corp. (Pacific Life).
Balu has provided expertise and training in advanced Estate & Financial planning concepts to 5600+ financial advisors. The training included in-depth knowledge of product, software, case design and competitive strategies. He also handled KPO work for Transamerica Life Agency in the areas of buy-sell agreements, key-man insurance, irrevocable trusts, estate planning and policy.
Balu has negotiated and coordinated sales & commission agreements with over 50 different insurance companies. He generated $4.2 billion in Annuity sales and $150 million in Life Insurance sales for LPL.
Balu holds an MBA in International Marketing & BS in Electronic Engineering from the Pacific States University, Los Angeles.