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1 contribution to Insurance Agents University
Feb 4 •
Good Morning!
From New York and I'm excited to be here to learn and contribute whenever possible.
2 likes • Feb 11
@Rachell Jova I am looking to focus on bigger cases with successful baby boomers either in executive careers or as business owners; looking to ensure their longevity legacy with a 4 Pillar Protection Plan. 1) LTC 2) Critical Illness Protection 3) Taxes/RMds 4) A Successful Wealth transfer Succession plan either for Spouse, Children and/or grandchildren or all of the above.
1 like • Feb 12
@Rachell Jova Refining some things for the new year.
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