Kregg Walisiak in

Kregg Walisiak

Questioner · DISC type c
Owner at True Retirement Income, llc.
📍 Plainfield, Illinois, United States

Kregg Walisiak is the owner of True Retirement Income, llc. , specializing in strategies that optimize social security and maximize retirement income using annuities. He holds a Retirement Income Certified Professional (RICP) designation. Colleagues describe him as prompt, detail-oriented, and a knowledgeable strategist who builds relationships on trust.

Outside of his professional life, Kregg is a family-oriented individual who is actively involved in his community. He supports local causes, such as fundraising for homeless families in North Carolina, and is involved with F3 Nation, a mens group focused on fitness, fellowship, and faith.

He was the inaugural recipient of the James Brown Award, an honor given for exceptional commitment, hard work, and dedication to success.

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Experience
17 Years
Current Role
Owner
Location
Plainfield, Illinois, United States
Personality Overview

How Kregg shows up

Price-Sensitive
Systematic
Not Easily Convinced

They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Priorities

Topics Kregg cares about

Retirement Income Planning
His professional focus is on creating reliable retirement income streams and optimizing social security for clients, backed by his RICP designation.
Annuity Strategies
As a Senior Annuity Specialist and wholesaler, he has deep expertise in annuity products and provides recommendations to financial advisors nationwide.
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Career

Work history

7-2021
Owner
True Retirement Income, llc.
8-2019 - 6-2022
Senior Annuity Specialist
Advisors Ignite USA
2-2010 - 5-2018
Seasoned Internal Annuity Wholesaler
Simplicity Scottsdale
7-2008 - 12-2009
Life Insurance and Annuity Sales/Mngmt.
Pedersen Financial Partners, Inc.
2-2007 - 5-2009
Independent Insurance and Annuity Sales
Independent Broker
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2012 - 2015
RICP
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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