Overview

I am a Registered Investment Advisor. I work directly thru Schwab. Receive 100% of all fees. I have substantial Estate Planning Business. Am a member of a # of Life companies, Hall of Fame. My clients are Medium Businesses and high income people. Do sophisticated Estate Planning, including financing of Mega Policies for Estate Planning. I also am an expert in Captive Insurance Companies. Have some younger associaties that I am training currently to take over and buy business, but wish to increase my Managed Money Base, which will increase the Life Insurance business. The Life Business goes together with the RIA business. Also experimenting with set fee only basis. For investment business. Have substantial funds to buy out fee only basis business or merge. Let's talk!

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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Resources
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