Eli Santana Jr

As a full rounded insurance distribution consultant, my goal is to work in partnership with Insurance Agents, Financial Advisors, Bank Institutions, Certified Public Accountants and Attorneys to assist with product consultation, case design, innovative sales concepts, and marketing strategies to help effectively boost revenue to their practices. This approach incorporates core competencies of Insurance products, advanced Insurance concepts and strategic point of sale meetings to their practice to help with their clients as part of their support team. I provide these services in an efficient, client-focused environment that extends to carriers and product expertise, underwriting negotiation, and complete back office processing. I am a results-driven and accomplished bilingual (English/Spanish) individual with over 14 years of experience in the Financial, Insurance industry in management, operations and sales. I am recognized and promoted as a self-motivated, resourceful and dynamic leader with impressive process improvement and development capabilities. My specialties are: -Life Insurance -Long-term Care -Annuities -Medicare -Affordable Care Act Insurance -Disability Insurance -Group Insurance -Short Term Insurance -Supplemental Insurance -International Insurance -Travel Insurance -Dental and Vision Insurance I am an expert on concepts with: -Retirement Planning -College Planning -Life Settlements -Multi-generational Legacy Planning -Foreign National Business -Premium Financing -Risk Management -Deferred Compensation -Executive Bonus -Key man -Buy Sell Agreement -Split Dollar -Succession Planning -Charitable Planning -Estate Planning -IRA Wealth Transfer -Living Benefits -Final Expense -Impaired Risk -Mortgage Insurance