Carmen Vogl Email and Phone Number

A member firm of M Financial Group, Greenberg & Rapp Financial Group, Inc is a wealth management and consulting firm dedicated to helping clients solve their needs for estate planning, investment management, business continuation and personal income protection.

Responsible for providing support to partner in all aspects of financial services. Ability to work independently with a high degree of accuracy. •Performing periodic life insurance reviews for high net worth clientele•Managing cases and underwriting for life insurance policies•Preparing financial advisor for client meetings•Tracking pending prospect and center of influence activity•Serving as a liaison with attorneys and accountants during client meetings •Initiating marketing calls to generate sales opportunities•Illustrating life and disability quotes •Reviewing statements and preparing life/disability insurance applications•Record meeting notes and action items•Daily administration of client accounts •Serving as an event coordinator•Scheduling meetings and coordinating calendars•Underwritingnorthwestern mutual investment services