Overview

I have been in financial services for 18 years and for the past 13 have specialized in protecting families and their wealth with life and LTC insurance as well as annuities. Our firm has partnered with advisors across the country and as an independent general agency with deep relationships with 27 carriers and over 30 staff members we are best-positioned to service the diverse needs of all clients - from the simple term need to complex strategies for the ultra-high net worth. As a corporate entity insurance specialist firm we exceed all fiduciary standards and are process driven - seeking what outcomes the clients want and then extracting the best solutions available to optimize the results for the client. I am looking for an opportunity to partner with a successful AUM professional to help them deliver more value to their best clients and/or increase their profitability.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
Oct. 11, 2016

Business Data

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