Want to grow your business? We've launched a Customer Success Marketing platform at Waymark.
Learn More

Welcome to your profile!

We're hard at work collecting reviews from your clients. Check back soon to read your reviews.

About Garrett Konrad

I am a cash flow caddy. In the game of golf you have the professional golfer, but supporting the golfer is a caddy, swing coach, personal trainer, etc.

I work with individual's and small business' CPAs, financial advisors, and other professionals to make sure my client's money is working the hardest it can. I specialize in safely reducing unnecessary wealth transfers and maximizing cash flow.

In addition, I also help support and train advisers on a national scale in this field. Integrated Financial Concepts currently represents 39 different financial institutions and is licensed in most states.

CA License #: 0H67154
See MoreRead Less

Featured Reviews About Garrett Konrad

Garrett Konrad's Mutual Friends

Log in to to see if you and Garrett have any mutual friends!

Reviews about Garrett Konrad

Your Friend
5

Garrett is the capable, agile, and progressive thinking Chief Operations Officer for my favorite insurance brokerage. They help me and my clients with short-term analysis to produce long-term options with regard to estate planning, life insurance, buy-sell agreements, investments, ownership transfers, retirement planning, key man coverage, critical illness protection, infinite banking, long term care coverage, etc. He continues to produce high above expectation and helps my clients solve problems that they felt hopeless about. Sterling attention to detail, highly integral, and positive thinking are cornerstones upon which he builds his practice in my opinion... (but better yet), as well as those of my clients. Thank you Garrett! rsSee MoreRead Less"

Garrett's Reply

 

Your Friend
5

Garrett and I met only recently. We have since had multiple phone and email conversations. My love for the insurance industry sometimes causes me concern when I see a paucity of bright young stars coming into the business. Then I meet someone like Garrett and I become suddenly optimistic! Garrett is bright, passionate about the life insurance business, open-minded, teachable and demonstrates integrity and strength of character. Years from now many people will look back, like me, and remember with joy the day they first met Garrett.See MoreRead Less"

Garrett's Reply

 

Your Friend
4

I have worked with Integrated Financial Concepts and Garrett's father Peter Konrad for more than 20 years. Watching Garrett learn the business and take charge of many of the day to day responsibilities has been a joy. He has dedicated himself to building a complete understanding of how financial concepts and products can best benefit a client's situation. He has the rare ability to know when he should say "I don't know but I will research that for you" when appropriate. I am proud to know and work with him.See MoreRead Less"

Garrett's Reply

 

Your Friend
5

I had the pleasure of working with Garret when I was the New Business and Contracting manager at AIP Marketing Alliance. His company, Integrated Financial Concepts is a member of the marketing alliance. Through my interactions with Garrett, I found him to be courteous, professional, and knowledgeable. Integrated Financial Concepts is a company with professional intergrity that is committed to doing what is in the best interest of their clients and agents.See MoreRead Less"

Garrett's Reply

 

Your Friend
4

I first met Garrett when he attended a NIME meeting a few years ago. He was in attendance with his father who is the President, CEO of Integrated Financial Concepts. While Garrett has not performed any services for my organization, comments by those who have used him or have worked with him on projects was positive. What makes Garrett stand out from other young professionals is his maturity and drive to be successful in his quests.See MoreRead Less"

Garrett's Reply

 

Your Friend
5

As an operations employee and manager, I have worked with Garrett often. Garrett has excellent conceptualization of how operations are run and how they should run. Garrett's ability to communicate effectively to get what his clients want his a strong asset for his business and client's needs."

Garrett's Reply

 

Your Friend
5

Garrett is a fun, professional and likable guy. He speaks with confidence and knows the industry well. Garrett is a good listener and will ensure that he meets your needs and address them in the order that is most important to you."

Garrett's Reply

 

Your Friend
5

Garrett is dedicated to the business. Knows the basics well, very computer savvy, high IQ when it comes to technology and social media. Personable, friendly respectful to all. Great team player. You want him on your side."

Garrett's Reply

 

Your Friend
5

Garrett is extremely professional and knowledgeable of all aspects of the insurance and financial services industry and is a tremendous asset to any organization fortunate enough to work with him. A Pleasure to work with."

Garrett's Reply

 

Your Friend
5

Garrett is a true professional is all that he does. His interests and ambitions are endless. You will not regret working with him and will be better off for it."

Garrett's Reply

 

Your Friend
5

Garrett has consistently delivered great operational leadership in getting our company needs met with efficiency and integrity."

Garrett's Reply

 

Your Friend
5

Garrett is a Real Pro. He pays considerable attention to detail, he is prompt and responsive to even the smallest matters."

Garrett's Reply

 

Your Friend
5

I know Garrett on a professional level. I worked with him when I was an underwriter with Lafayette Life."

Garrett's Reply

 

Your Friend
5

Garrett is a fantastic person to be associated with both at NIME and Lynette Owens and Assoc."

Garrett's Reply

 

Your Friend
4

excellent people and soft skills. Great industry knowledge, and team player"

Garrett's Reply

 

Send a Message
×

Are you a professional? Build your online reputation, today!