• Assist in providing written and verbal support of case inquiries and sales activities across internal and external sales and distribution partners • Promotion and education of life insurance strategies to facilitate wealth transfer planning, business planning, charitable planning and the related tax issues • Assist in researching support for the drafting of new tax/planning strategies and materials (or changes to existing strategies and materials) • Present and provide education on key sales concepts and regulatory/legislative changes impacting our industry to distributors and sales personnel • Participation as Advanced Markets subject matter expert on projects and initiatives crossing multiple business areas (e.g., product development, underwriting initiatives, new markets, etc.) • Assist in tracking and monitoring of emerging and existing sales concepts • Lead research projects/initiatives • Provide assistance with respect to complex legal, regulatory and compliance matters • Monitor legislative, regulatory and industry developments, and provide updates to multiple business areas • Participate in industry conferences, presentations, committees and working groups