Todd Ackerman, CLU, ChFC

Senior Managing Director at Right Reason Technologies

Todd Ackerman, CLU, ChFC has over 20 years of experience in the insurance and financial planning industry. Todd started their career at Northwestern Mutual in 1993, where they served as a Financial Representative and later as a Life, Disability & Long Term Care Specialist. During their time at Northwestern Mutual, Todd achieved recognition as a top representative for the Western United States. Todd'sclients included business professionals, doctors, lawyers, accountants, and business owners, for whom they provided personalized financial analysis and advised on the appropriate type and amount of Life and Disability Insurance needed for their personal and professional objectives.

In 2013, Todd joined Cedar Point Financial Services as a Senior Managing Director. In this role, they emphasized the importance of life insurance in financial planning and highlighted the potential risks of underperforming policies or inadequate coverage. Todd's work at Cedar Point Financial Services focused on assisting clients in reviewing and optimizing their life insurance policies to ensure they align with their current needs and goals.

Todd Ackerman, CLU, ChFC completed their Bachelor's Degree in Economics at Cornell University in 1989. Prior to that, they attended Choate Rosemary Hall. In terms of additional certifications, they obtained the Chartered Life Underwriter designation from The American College of Financial Services in June 1993. Todd also earned the Chartered Financial Consultant certification from the same institution in 1998. Specific months were not provided for the latter certification.

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Timeline

  • Senior Managing Director

    May, 2013 - present