Meet Our Team Of Professionals
David Anderson
Founder & CEO
David is the mastermind behind LIP, a highly successful financial professional from Pensacola, FL. Starting his career at age 9, he became a business owner at 17 and later served the U.S. Government for 17 years, managing national projects. In 2004, he transitioned to the financial industry, founding Nautilus Financial Strategies, LLC in 2007. David created LIP to help financial advisors easily duplicate his success. LIP has been used to develop over 2,000 retirement plans nationwide. His mission is to empower financial professionals passionate about helping clients achieve lifetime financial balance.
Randy Tyson
LIP Member Support
Randy, originally from North Carolina, joined Nautilus Financial Strategies, LLC after being a client of David’s for several years. With 17 years of experience in the retail furniture industry, including managing operations and multi-million dollar budgets, Randy now helps clients create healthy balance sheets through LIP. He focuses on retirement, income, long-term care, and legacy planning, providing a service and relationship that goes beyond transactions. LIP members can access Randy’s expertise in creating effective LIP models.
Jereme Roodhouse
LIP Member Support
Jereme Roodhouse brings extensive expertise in the life insurance industry to Nautilus Financial Strategies, LLC. With a deep understanding of protection planning, retirement income strategies, and legacy preservation, Jereme helps clients build financial security through the Lifetime Income Process™ (LIP). His approach goes beyond transactions, focusing on long-term relationships and tailored solutions that align with each client's unique goals. As a trusted resource for LIP members, Jereme provides valuable insights into optimizing life insurance strategies to create a strong financial foundation.
Alianna Lacombe
LIP Member Support
Alianna Lacombe is a dedicated member of the administrative team at Lifetime Income Process™. With a strong background in organization and client support, she ensures that operations run smoothly and efficiently. Alianna plays a key role in assisting advisors and clients, helping them navigate the LIP framework with ease. Her attention to detail and commitment to service make her an invaluable part of the team, ensuring that every interaction is seamless and professional.
STILL NOT SURE?
Frequently Asked Questions
Software - Community - Training
Question 1: How hard is it to get up and running using LIP?
You can literally be up and running in 1 day or less. The software is 100% video trained, so know big manuals to go through. You can have a pretty understanding and be able to build a basic model quickly.
Question 2: Does this software replace what I am currently using?
It could, but certainly does not have to. LIP was built to be your software platform or enhance your current toolbox. LIP can be used for basic data gathering and suitability concerns to full estate and retirement planning.
Question 3: What is Non-Convincing Language (NCL)?
A philosophy, rather than a technique, that will transform the way you communicate. We spend our whole life always trying to convince people of what we believe in or get approval of our position - validation. NCL helps to create real dialogue without the typical verbal jousting that most people experience.
Question 4: How do I learn Non-Convincing Language?
There are videos and podcast to watch and listen. And, we discuss language every week in our weekly training calls. That said, it will be a lifetime journey of working to have better communication in every area of your life.
Question 5: What is the LIP Community?
We strongly believe in people coming together, leaving their pride at the door, and having a desire to learn and share with one another. We desire to have a community of agents and advisors that want to have a larger impact on more people.
Question 6: How does the LIP Community meet?
We have live weekly training web-meetings in a style that is like having a pier study group available weekly. There is education on products, strategies, sales processes, language, estate planning and much more. There is also a community forum to share ideas and to post needed help.