Profile

User Profile

I am a series 7, 66 and 2-15 licensed financial writer. I have dedicated the past ten years to my work in the financial industry as a writer, underwriter, marketing director, trader and director of operations.

I have the industry experience and knowledge to produce accurate, high quality, original articles, blog posts and web content that are easy and enjoyable to read. I have written both web and print materials for companies like Raymond James Financial Services, The Savings Bank Life Insurance Company (SBLI), and Bankers Life Insurance Company of St. Petersburg. I have also ghostwritten for many individual agents, broker/dealers and agencies.

My licenses include:
-Series 7- General Securities Representative license
-Series 66- Investment Advisor license
-Life, Health & Variable Annuity license.

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“We hired Yolander earlier this year to help us develop content for an on-line library within our web site. She has done a terrific job for us writing financial services’ content which is life stage oriented. She is very well-versed in financial planning, investment and insurance products. She introduces creative concepts and writes about them in easy-to-understand consumer language. Yolander also writes content for our life insurance blog and is very active on our company’s own social network as well as outside social networks. I highly recommend Yolander and her work!”

-–Rose Cahill, Vice President of Marketing, The Savings Bank Life Insurance Company of Massachusetts

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My Services

I can create content, articles and blog posts about investing, options, insurance (including health, life, auto, long-term care, homeowners, watercraft and more), FOREX, budgeting, debt, credit, personal finance and more.

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“Finding solid writers with a knowledge of the life and health marketplace is a difficult challenge. We’re fortunate to work with Yolander and extremely impressed with her writing and professionalism not to mention her turnaround time.”

-–John Geddie, President, Foresight Publishing, Inc.

*Freelance Clients
Foresight Publishing
Savings Bank Life Insurance Company (SBLI)
The Sun’s Financial Diary
All Freelance Writing
The Freelance-Zone
Insurance-Forums
Idea Launch
WriterWriting.net
Freelance-Advice.com
CheapToday.com
LifeTips.com
Barrier Islands Gazette
Mount-Kenya.com
Addresume.com
The Jill Report
GroutCleaning.com
MoldRemoval.com
TreeCuttingService.com
SepticTankCleaning.com
Roycroft.org

* Due to the confidential nature of ghostwriting, I am unable to give a complete list of clients.

Experience

Finance

* Created training materials for a financial services branch within Raymond James Financial Services with over $20 million in assets under management.
* Assisted in writing and editing the business plan for the Raymond James Financial Services home office branch.
* Developed FAQs and procedures for a new database for a branch office within Raymond James Financial Services with over $5 million in mutual fund assets under management.
* Wrote the Our Team page for the Raymond James Financial Services home office branch website.
* Developed monthly reports for branch.
* Designed and formatted Excel spreadsheets for monthly income and production reports.
* Prepared securities-related presentations for clients.

Insurance and Annuities

* Wrote training manuals, business plans and marketing plans for an insurance/ annuities branch with over $10 million in assets under management.
* Worked with Counsel on legal FAQs and contracts.
* Wrote newsletters, direct mail marketing pieces, and sales brochures.
* Designed and wrote PowerPoint presentations and sales material.
* Conducted seminars and spoke at sales conferences.
* Developed underwriting guidelines published in company brochure.
* Wrote and presented motivational seminar materials for employees.
* Underwrote life insurance policies and managed a team of employees.
* Created proposals for clients.

General

* Freelance news and event reporting for The Barrier Islands Gazette.
* Formerly CheapToday’s Especially for Women editor and frugal blogger.
* Writing the script for an educational video for Knology.
* Life Insurance Guru for LifeTips.com.
* Beauty, Fashion, Wedding and Art articles for websites including The Jill Report.
* Travel articles and content for websites.
* Resume creation for financial services professionals.

Professional Licenses & Designations

Series 7- General Securities Representative
Series 66- Investment Advisor - State Law
Life, Health & Variable Annuity
ACS- Life Office Management Association

Buyer Activity

Provider Activity