Bio: Been involved in life insurance & financial services for over a decade. My motto is "Purely in the client's interest." Dovetails with a fiduciary.

Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.

Bio: Bill Hall helps financial advisors scale with compliance software, marketing, tax strategies, and turnkey systems that attract affluent clients.

Bio: Based in the greater Seattle area