
GRADIENT TAP TEAM
GRADIENT ANNUITY BROKERAGE
YOUR SUPPORT SYSTEM FOR MARKETING AND CASE DESIGN
Phone: 800.407.4137 | Email: tap@gradientib.com

PRODUCT QUESTIONS

ILLUSTRATIONS & CASE DESIGN

PROVEN MARKETING TECHNIQUES

COACHING

SUPPLY REQUESTS

MARKETING & BUSINESS PLANNING

RELATIONSHIP MANAGEMENT

SALES IDEAS

Troy McCrady
Senior Vice President of Marketing
tmccrady@gradientib.com
651.202.3592
Troy McCrady brings over 13 years of experience in the financial industry, specializing in annuities and comprehensive financial planning. His mission is to guide advisors through the intricacies of managing and growing their business to help achieve their goals. In addition to his financial expertise, Troy spent 25 years as a hockey coach, where he mentored young athletes and instilled the values of dedication and teamwork. With a unique combination of financial knowledge and a commitment to mentorship, Troy is dedicated to making a meaningful difference in the lives of the advisors he partners with.
Troy is married to his wife Lori, and they have three children. In his free time, he enjoys relaxing on his boat, attending concerts, and sending time with friends and family. A passionate sports fan, Troy loves cheering for his favorite football and hockey teams as well as playing golf.

Sam Teisberg
Vice President of Marketing
steisberg@gradientib.com
651.202.3563
Sam Teisberg is a seasoned financial professional, holding life, accident, and health insurance licenses in Minnesota. With a background in Civil Engineering, Sam found his way into the finance world, focusing on annuities and safe money strategies. He loves working alongside top financial advisors across the country, offering support and advocating for their clients as if they were his own. Sam’s knack for understanding market trends and his commitment to personal, client-focused service has helped him build strong relationships and craft financial solutions that truly fit the needs of his advisors’ clients.
Outside of his professional life, Sam is an Eagle Scout and an avid outdoorsman and loves spending time with his wife, Megan and their dog, Shug. A former hockey player and Red Bull Crashed Ice athlete, he now channels his energy into the great outdoors. Whether he’s touring on his road or mountain bike, alpine touring in the mountains, or paddling and fishing through the Boundary Waters of Northern Minnesota, Sam is always up for an adventure. His passion for the outdoors is matched only by his dedication to helping people secure their financial futures.

Rachel Pavel
Business Development Coordinator
rpavel@gradientib.com
952.428.7655
With over six years at Gradient, Rachel has deepened her administrative expertise and gained extensive insight into the financial industry.
Outside of work, she cherishes quality time with friends and family, especially enjoying moments with her precious six-month-old niece. Rachel loves to travel, with Las Vegas being her favorite destination, and tries to visit a few times each year. She also enjoys watching sports, especially football, going to concerts, visiting the Minnesota State Fair, and spending as much time as possible outdoors on a patio during the summertime.
ANNUITY NEW BUSINESS — DELTA TEAM
GRADIENT ANNUITY BROKERAGE

APPLICATION QUESTIONS

NEW BUSINESS FOLLOW-UPS

Nathan Sommer
Senior Policy Services Specialist

Hannah Jechorek
Policy Services Specialist

Chelsea Plumley
Policy Services Specialist

Ella Olson
Policy Services Specialist
Contact the Delta Team at 800.407.4137 and deltateam@gradientib.com.
CONTRACTING & LICENSING
GRADIENT ANNUITY BROKERAGE

AGENT APPOINTMENT APPLICATIONS

PENDING AGENT APPOINTMENTS WITH CARRIERS
For assistance with agent appointment applications, pending agent appointments with carriers and other contracting and licensing matters, please call 800.407.4137 or email contracting@gradientib.com.
COMMISSIONS
GRADIENT ANNUITY BROKERAGE

ANNUITY COMMISSION PAYMENTS

ANNUITY FEE QUESTIONS

Lisa Hankey
Senior Insurance Commissions Specialist

Kyle House
Insurance Commissions Specialist
Contact the Commissions Team at 800.407.4137 and commissions@gradientib.com.

4105 Lexington Avenue N
Arden Hills, MN 55126
3740 SW Burlingame Circle
Topeka, KS 66609
888.309.7385
info@gradientab.com
QUICK LINKS
For financial services professionals use only. Gradient Annuity Brokerage is a member of the Gradient Financial Group, which offers and provides a wide array of resources and support to financial services professionals. Gradient Financial Group, LLC provides services to the Member firms comprising the Gradient Financial Group, but it does not directly or indirectly control the management, policies, or business operations of any of the Member firms, which are each separate, distinct, and independent entities.