Contact Us: 800-256-1696 or marketing@senioradvisorygroup.com
Contact us at 1-800-256-1696 or marketing@senioradvisorygroup.com

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where your success is our business.

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Our main focus is building a solid partnership with the goal of growing your business. Our Sales & Marketing Consultants are some of the most knowledgeable in the business and are dedicated to your success.

We offer a wide range of marketing services to help launch your business into new territory including:

  • Modern Consumer Websites
  • Email Marketing Campaigns
  • Dedicated coaching & mentoring
  • Seminar & Workshop support
  • Facebook Advertising
  • and many more tool and unique sales techniques to lift your business to the next level.

Your Success is Our Business

Coaching / Mentoring

Meaningful business growth doesn’t happen without a personalized accountability and clear direction. We empower you to overcome your most urgent challenges by developing a specific plan for your business success.

Dedicated Support

Senior Advisory Group prides itself on our fantastic support for our agent’s business. Have a question? Need a seasoned professional to help with case design? Need a back office to work hard on your behalf? We dedicate our time for your success.

Marketing

Differentiating your firm couldn’t be more challenging in today’s hyper-competitive environment. Explore how our team of experts can work with you to build a memorable brand using the most innovative tools and creative thinking.

Consistent Training

There is always something to improve in ourselves, our business, or in our process. We spend time regularly preparing relevant training sessions for our agents growth and improvement. We continually look for way to improve your business.

Introducing

LaunchPad is the ultimate process to convert leads or prospects into full fledged clients. Our agents have seen great success when implementing this game-changing processing into their business.

Contact us to see how this Ultimate Process can fit into your current business practices and see the outstanding results that we guarantee!

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Our Team

Patrick Jeffers

President and CEO

Patrick Jeffers is a top insurance executive, author, and consultant. He is the President and CEO of Senior Advisory (SAG), as well Strategic Director at Seeman Holtz (parent company of SAG). Patrick has trained more than 6,000 advisors on Annuity & Life Products along with his unique protocols, systems, and intellectual property.
Prior to joining the Seeman Holtz Family of Companies, Patrick Jeffers served as President of AmeriLife Annuity Group based in Clearwater, FL, was Founding National Sales Director at Annexus (www.annexus.com) in Scottsdale, AZ, served as Chief Marketing Director of both the National Network of Estate Planning Attorneys and the Esperti Peterson Institute for High Net-Worth Planning in Denver, CO.
Patrick completed the prestigious three-year, postdoctoral, Masters Program in Wealth Strategies Planning® from the Esperti Peterson Institute in coordination with the Estate and Wealth Strategies Institute at Michigan State University.
As a co-author, Patrick has written The Objective Guide to Fixed and Indexed Annuities, published by Quantum Press and available at Amazon.com; and Giving: Philanthropy for Everyone, also published by Quantum Press. Patrick’s Co-Authors, Robert Esperti and Renno Peterson have written over 30 bestselling books on estate, tax, business and life insurance planning.
With decades of experience, professional acumen, and annuity sales & distribution leadership, Patrick A. Jeffers is available to help you too!

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Bill Coutts

Senior Vice President

Bill joined Senior Advisory Group in January 2013 and serves as the company’s Senior Vice President. He has brought energy, experience, and a unique perspective to the business. He has extensive experience in the insurance and financial services arena in sales, management, and leadership. As an advisor he has expertise in personal, business, and advanced markets and has been a multiple year member of the Million Dollar Round Table (MDRT) as well as achieving other company specific sales awards. As a leader he has a track record of recruiting and developing successful insurance and financial professionals and has achieved recognition such as GAMA’s Frontline Leader Award and Prudential’s Presidential Citation. He has also served on multiple insurance company advisory boards. Bill is a former professional baseball player, coach, and scout and currently coaches youth club Baseball. He is also a registered player agent for the Major League Baseball Players Association. He resides in Peoria, AZ with his wife Julie and their two boys Kaden and Nathan.

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Jim Jacobson

Regional Vice President - Annuity Division

Jim started his financial services career as a registered representative in 1997. Jim was a very successful advisor but soon realized that he wanted to transition to wholesaling and began a successful career promoting variable annuities for some of the world’s largest insurance companies. In 2007, he switched his focus to fixed indexed annuities. “Variables can still be a great option, but too many people lost nearly 50% of their retirement savings twice since 2000,” says Jim. “I want to help educate agents on the different options that exist that can protect their clients’ nest egg from loss, but still have an opportunity for modest growth.”
Realizing that no single product works for every person, Jim studies each product offered through Senior Advisory Group to come up with the best solution for agents and their clients.
A native of Los Angeles, Jim graduated from the University of Arizona with a degree in Political Science. He and his wife, Stephany (also a U of A grad) moved to Arizona in 2000. They currently live in Scottsdale with their daughter, Grace.

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Geraldine Jeffers

Recruiter & Marketing Consultant

Geraldine “Gini” Jeffers joined Senior Advisory Group in March 2018, having served as CEO at Advisors Trust for three years prior. She is an internal wholesaler with a focus on recruiting new reps while handling the day-to-day marketing of the firm.

Gini earned her MBA in 2008, attended London School of Economics and is a proud member of the Gordonstoun alumni.

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Jeff Kothe

Sales & Marketing Consultant

Jeff Kothe started his Insurance/Financial career in 1985. He is a graduate of the University of Illinois- Champaign/Urbana with a Bachelor’s Degree in Psychology and a minor in Math and Sciences. Mr. Kothe prides himself on being well informed and is regularly enrolled in continuing education to stay on top of current laws and trends. Jeff is seen as an asset to agents and advisors because he has been successful as an agent and is able to pass that experience on to those he works with to help them grow their business and help more people. Jeff is married to his wife, Tanya who is originally from Russia. They live in Mesa, Arizona and they love to travel. They have a son, Nikita, who is an avid hockey player and still lives in Moscow. Jeff has dedicated his 34-year professonal career to helping people get the information needed to make good decisions concerning Insurance, healthcare and their finances.

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Craig Miera

Regional Vice President - Life Insurance

Craig Miera joined Senior Advisory Group in October 2017. Prior to joining SAG he served as the Director of Life Sales at one of leading life focused IMO’s in the country. He brought with him 10+ years of wholesaling, marketing, and selling sophistication. Along with his experience he has brought over 30 plus new life insurance carrier relationships to SAG and many advanced markets contacts.

Craig has seen more than 2000 life insurance cases from start to finish in his time in the business, thus allowing him to spot problems before they arise, and help turn small cases into large opportunities. He has always believed in putting the client and advisor before any carrier agenda which will help ensure you have only the best options for clients to choose from. He prides himself in giving the same level of attention to the smallest term case as he does on a large premium finance case.

Life Insurance markets are currently a 11.5 Billion dollar industry and growing. You do not have to be a life insurance expert to participate. You just have to partner with the right group! Craig prides himself on being available 24/7 and providing a level of service unmatched by any other. He looks forward to working with you on your next life insurance opportunity.

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Matthew Logan

Life Wholesaler

Matthew Logan joined Senior Advisory Group in April of 2018. Previously serving as an advisor and internal wholesaler at Seeman Holtz, Matthew comes with over a decade of Life, Disability, Annuity and Long Term Care sales and wholesale experience. Over the last 10 years, Matthew has excelled in individual sales, wholesaling and marketing across the nation and has brought over tremendous experience and carrier relationships. Matthew is an asset to his clients and advisors alike and uses a consultative and conceptual approach on each case. Born and raised in South Florida, Matthew is a graduate of Florida Atlantic University and holds two Bachelor’s Degrees. He resides in Deerfield Beach with his wife Stephanie and their furry children, Marley a Redbone Hound and Thumper the rabbit. In their spare time Matthew and Stephanie enjoy traveling and spending time with family and friends. Matthew has a deep passion for the Financial Services industry and along with his colleague Craig Miera, is available 24/7 to help clients and advisors alike.

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Ashley Petrocci

Senior Executive Assistant

Ashley is Senior Advisory Group’s Senior Executive Assistant – overseeing the day-to-day administrative operations and executive level communication and reporting. She has been with the company for 4 years, where she started as the Licensing and Contracting Specialist. Originally from Michigan, she relocated to Arizona in 2008 and brings with her extensive experience in Administration and Marketing as well as a Bachelor’s Degree in Business Administration. In her free time, she enjoys spending time with her family, especially her husband and two year old son, Mason. She also enjoys being at the lake and cheering on the Michigan State Spartans!

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Tiffany Nicely

New Business Case Manager

Tiffany is dedicated to handling the new business process and advisor customer service. She manages her caseloads quickly, efficiently, and with attention to detail. Tiffany was born in New Jersey and moved to Scottsdale, Arizona at a young age. She earned her Associate's Degree in Applied Science from the University of Phoenix. Prior to joining Senior Advisory Group, Tiffany worked as administrative support in the healthcare industry and has several years of customer service experience. When Tiffany is not in the office she enjoys spending time with her family and friends. She enjoys the outdoors, traveling and watching sports.

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Jessica Nicely

Licensing & Contracting Specialist

Jessica is Senior Advisory Group’s Licensing and Contracting Specialist. She has been in the customer service industry for almost 10 years and is one of the first team members an advisor speaks to when they join the firm. She ensures advisor contracting paperwork, training requirements, state licensing, compliance and any other contracting issues are handled as quickly as possible. In addition to contracting, she also oversees commissions. In her free time, she enjoys reading, painting, and enjoying movies with friends and family.

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One Powerful Combination
Two Convenient Locations

Phone: 1-800-256-1696

Email: marketing@senioradvisorygroup.com

Arizona Location:

14500 N Northsight Blvd #108, Scottsdale, AZ 85260

Florida Location:

301 Yamato Road Suite 2222, Boca Raton, Florida 33431

Request more information about how we can help your business excel below.