Expertise:
Handling High-Level Estate Planning and Retirement Planning Issues, Utilizing his Expertise as a Professional Industry Speaker
Major Product/SVS:
Financial Engineering Using Macro-Economic Strategies to Increase Wealth without Additional Capital Outlay or Risk, Life Insurance and Investment Products, Donor Motivation Program
Favorite Business Publication:
Financial Planning; Journal of the Society of Financial Services Professionals
Education Degrees:
Master of Science in Financial Services, The American College (1986); Bachelor of Science, Cornell University (1979); Chartered Financial Consultant; Chartered Life Underwriter; Accredited Estate Planner
Affiliations Awards:
New York City Association of Insurance and Financial Advisers; National Association of Insurance and Financial Advisers; International Forum; Million Dollar Round Table; Association for Advanced Life Underwriters; Board Member, Membership Chair, Society of Financial Service Professionals (2007); Financial Planning Association
Work History:
Strategies for Wealth Creation and Protection (1979-Present)
Career Achievements:
President, Leader's Club of the Guardian Life; Focus Session Speaker, Million Dollar Round Table (2004); Breakout Session Speaker, Association for Advanced Life Underwriters National Meeting (2005); Speaker, Southern Nevada Estate Planning Council Meeting (January 2006)