Brag about yourself - what makes you great at what you do?
I help my clients plan out their financial endgame using life, disability income, long term care insurance, annuities and other investment vehicles to protect and grow their assets with appropriate risk protection and upside potential.
Working with me individuals, families, or business owners can plan to sustain their loved ones, business, or even a favorite tzedakah, whether they die too soon, live too long, or become too sick or injured to work.
What types of business contacts are you looking to make?
I am interested in networking with estate attorneys, CPA's, P & C agents, and bankers who are looking for ways to round out their client's financial security. I also refer clients to these advisers for the same reason.
I am also interested in connecting with business owners who are concerned about business succession planning, whether the need to transition a business arises through a premature death or disability, or through a desire to retire and pass the business on to the next generation or sell the business.
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