Patrick Waters

A Denver native, Patrick's passion for investing started in 6th grade when he was assigned a project to pick a stock and follow it for several weeks. After graduating from the University of Kansas, he attended the University of Colorado to earn his master’s degree in Finance. Patrick has worked on the institutional equity desk at a sell-side broker dealer. He later served as a key contributor with a highly respected analyst for a regional brokerage, and then in a municipal bond underwriting capacity. 

It was not until Patrick began his career at an FMO that he found his true passion: helping advisors design, position and sell financial instruments. He believes that successful advisors need to partner with an FMO that can provide them with carrier-agnostic recommendations ideally suited for their clients. This, in turn, enables advisors to focus more on creating and building relationships - rather than spending time researching products and navigating a crowded marketplace. 

No, you shouldn't sell indexed universal life insurance like a Swiss Army knife. Grillo Invest podcaster Sara Grillo and Peak Pro's Patrick Waters discuss the keys to doing IUL the right way. Includes best practices on determining the internal rate of return, why Actuarial Guideline 49 (AG 49) is critical, and tips on how to position IUL to clients. Click on the video below to watch now. 


VIDEO: How to find the internal rate of return on IUL

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