With thirty-eight years of experience in the Life Insurance Industry, I have taught and trained hundreds of advisors and learnt a lot from the process, along the way. I have helped and can help You in getting the right kind of Life, Disability, or Long Term Care Insurance plan. I will assist You in setting up plans to transfer your wealth to your loved ones, in the most tax efficient form, always keeping your philosophy goals as priority.
Specialties
Wealth & Legacy Transfers, Charitable Planning, Income & Long Term Protection, and Consequence Management.