Overview

I am a CFP running a team of 9 here in NYC. We focus on whole life insurance for business executives within the scope of financial planning and tax diversification. We start with detailed cash flow exercise followed by a needs analysis to position whole life and complement the team money management arm. Looking to purchase a book to farm for opportunities and increase wallet share.

Market
Insurance
Member Level
Basic
Last Activity
6 months or more

Business Data

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Life Insurance Business

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Health Insurance Business

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Auto Insurance Business

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Home Insurance Business

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Commercial Insurance Business

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Other Insurance Business

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Agency Management System

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