Nancy Wysner, Insurance Planning Solutions
Nancy Wysner is a highly experienced professional in the insurance and financial services industry, with over three decades of expertise in life insurance and long-term care planning. She is recognized for her ability to break down complex concepts into clear, actionable insights, enabling clients to confidently navigate their insurance and financial planning decisions.
Nancy holds FINRA Series 6, 63, and SIE registrations, as well as Life, Accident, and Health licenses. Her extensive background includes managing staff and overseeing daily operations at a high-end life insurance firm focused on executive benefits, business planning, and estate planning. She also served as the Life Insurance Director for a regional brokerage firm, where she further honed her expertise in relationship management and operational leadership.
In 2021, Nancy joined CFG as a relationship manager for the firm’s largest client, leveraging her deep industry knowledge and interpersonal skills to deliver exceptional service. She recently transitioned into a sales role, where she continues to educate clients and prospects, guiding them through the process of implementing personalized insurance planning solutions.
Born in Texas, Nancy moved to Tucson, Arizona, during her childhood and now resides in Chandler, Arizona, with her husband, an avid golfer. Together, they enjoy traveling the world and spending quality time with friends and family.