Curt Abbott Email & Phone Number

I AM…✶ AN EXPERIENCED LIFE INSURANCE SPECIALIST with unique and multifaceted expertise, including integrating technology to assist clients with informed decision-making, creating innovative alternatives for financial planning, and customizing cash flow models based on clients’ individual needs.✶ A SENIOR DESIGN ANALYST with extensive experience developing design and development tools to assist financial advisors with implementing complex life insurance planning solutions for high net worth clients, including intra-family loans and sales, charitable lead annuity trusts (CLAT), charitable remainder trusts (CRAT/CRUT), qualified plan and annuity tax trap relief, executive retention planning, and buy/sell planning.✶ AN INSIGHTFUL ADVISOR & CONSULTANT who blends life insurance, financial planning, and business expertise with an innovative mindset to deliver profitable solutions for individuals, small businesses, and enterprise corporations, including strategic life insurance solutions and tax-saving strategies.✶ A TECH-SAVVY PROFESSIONAL who played an integral role in developing PolicyAudits.com, a system that compiles client data with insurance options to determine the best solution for each client’s needs.✶ A MENTOR AND TRAINER with a history of supporting and training successful sales representatives in innovative strategies to increase revenue and coaching clients and financial advisors to make sound decisions. ✶ A THOUGHT LEADER whose opinion and expertise is often sought for insights shared in industry publications.✶ A PERCEPTIVE STRATEGIST who monitors emerging trends to maximize opportunities to expand business and achieve financial growth for clients.I look forward to making professional connections and can be reached at 44x44x44x44@gmail.com.

Listed skills include Life Insurance, Insurance, Estate Planning, Sales, and 23 others.