Written or contributed to six textbooks on financial planning topics (Essentials of Multiline Insurance Products, Essentials of Financial Security, Techniques for Prospecting, Essentials for Meeting Client Needs, Foundations of Retirement Planning, and Essentials of Long-term Care Insurance.)

Created assessment questions, PowerPoint presentations, facilitator guides, and projects that applied core concepts

Created scripts for eLearning

Designed and developed an eLearning course on preparing for financial emergencies

Developed storyboards 

Built a learning experience for college interns for a financial services client that involved a simulation learning exercise that I helped design