Type Of Business:
National Independent Marketing Organization
Expertise:
Thirty-Seven Years of Professional Experience in Financial Services, Retail and Wholesale, Life Qualifying
Major Product/SVS:
Case Consultation, Case Design and Implementation, Complete Software and Proposal Support, Advanced Sales Support, Business Continuation Planning, Executive Compensation and Employee Benefits, Individual Retirement Accounts, Small Business Retirement Planning, Personal Insurance Services, Executive Compensation and Employee Benefits, Business Continuation Planning, Case Design and Implementation
Favorite Business Publication:
On Wall Street, Insurance Selling, Insurance Marketing, Trusts and Estates, National Underwriters, Financial Services, Forbes, Fortunate, Financial Planning, Leadership for Executives, Harvard Business Review
Education Degrees:
Bachelors Degree in Business Administration, Glenville State College; Certified Senior Advisers; Registered Principal; Licensed for Securities and Life
Affiliations Awards:
National Association of Insurance and Financial Advisers; Million Dollar Round Table; National Association of Insurance Brokers; Chamber of Commerce