Glen Witchey, CSA, RSSA*
Life and Annuity Auxiliary Manager with Advocate Financial Life & Health Brokerage
In 1991 Glen worked with Subway in their franchise system, helping business owners in the areas of organizing store construction, food ordering, opening start-ups and ongoing operational training. He continued in this field for 28 years with Indiana and Ohio being his primary territory.
Glen transitioned into the Insurance industry in 2015 and became part of the Advocate Financial leadership in 2021 as a sales manager.
Glen also maintains a book of business with a focus on helping clients in selecting a Medicare health plan that best meets their needs as well as individual health policies, funeral trust plans, life insurance and annuities. He takes pride in establishing long-term relationships with his clients and looks forward to helping many more individuals in the years to come.
Outside of work, Glen loves to play pickleball, spending time with his 4 children and playing cards with his wife, Jeri. Glen is also very active in this church and recently joined the ranks of the Knights of Columbus. He and his wife also enjoy traveling and music.
*CSA – Certified Senior Advisor
RSSA – Registered Social Security Analyist
John L. Becker, Jr., CSA, LACP, FICF, RSSA*
John L. Becker is the President and Co-Founder of Advocate Financial, LLC and American Medicare Disability Advocates (AMDA).
With a degree in Business Administration from Portland State University, John began his career as a Field Agent and Financial Planner with New York Life Insurance.
Later, John served as Vice President and Sales Manager for Far West Federal Bank Insurance Agency in Portland, Oregon. The highly successful MARKETING ONE agency chose the Far West Insurance Agency as the Beta site for pioneering Annuities and Securities within banks. This launched John into the greatly expanded realm of bank financial services.
Next, John took the post of Vice President for New Business Development for United Pacific Life with their Bank division. There he spent several years crisscrossing the country to successfully recruit banks. John also worked as Executive Vice President and Board member of CDA of America of Palm Beach.
Additionally, John served as Chief Marketing Officer for Jackson Brokerage, a national financial institution focused insurance marketing firm.
Finally, with 40 years of experience in the Life, Securities and Health Insurance industry, John along with his son Benjamin Becker founded Advocate Financial Life and Health Brokerage to provide insurance products for banks, agencies, and agents. Having assisted over 150 Financial Institutions throughout his career, John believes Banks have a substantial opportunity in offering Senior Health products to their existing Medicare-age clients. John designed “Generational TaxSaver” and the “Senior Wave Marketing” programs to assist Banks in meeting the financial security needs of their clients. John has spoken nationally on Life Insurance marketing, Tax Free Legacy Transfers, the Generational Transfer of Wealth, Annuity Tax benefits, Index Annuities. John and Benjamin are both licensed in 50 states.
John has been a member of the Million Dollar Roundtable, and in 2018 received the FFMA 2018 Agency Builder Award. John has held industry leadership roles with NAIFA and NAFIC.
*CSA – Certified Senior Advisor
LACP – Life and Annuity Certified Professional
FICF – Fraternal Insurance Counselor Fellow
RSSA – Registered Social Security Analysist