Doug Lode has more than 22 years of experience in employee benefits sales and service. Previously, he spent 15 years working for one of the nation’s leading retirement plan recordkeepers, where he focused on employer sponsored retirement plans. Doug comes to Prime Capital Investment Advisors (PCIA) as the director of plan design for the retirement services division.
Doug was born and raised in Sheldon, Iowa. He went on to complete his Bachelor of Science degree from the University of South Dakota (Vermillion), and later graduated with his M.B.A. Degree from Rockhurst University (Kansas City). Doug holds FINRA Series 7, 63 and 65 registrations, as well as well as Variable Life and Health licences.
Doug’s first career out of college was in human resources for a large Midwest retail department store chain. A natural transition into sales lead him to a career change to the opposite side of the HR desk where he began selling all employee benefits to employers. As his career progressed he narrowed his focus solely to employer sponsored retirement plans, at the same time, expanding his knowledge of different plan design experience. This breadth and depth of plan design experience offers PCIA’s clients consultative solutions to all areas of an employer’s retirement program.
Doug is involved in many industry organizations including Employee Benefit Professional Association (EBPA) Kansas City Life Underwriters (KCLU) and is a Center For Due Diligence Conference member.
His hobbies include fitness, coaching youth sports and fishing.