Insurance Advisor
CurrentMuch like there are multiple sides to the financial services industry, my functions as an insurance advisor afford me the opportunity to take on multiple roles in order to best meet the independent interests of a diverse range of clients. My approach to addressing each of these unique circumstances falls within three distinct categories: ➀ Life insurance ➁ Long Term Care Insurance ➂ Federally Qualified Health Centers (FQHCs)212-257-1654 | ewalsh@nfp.com Not only do we work closely with high net worth individuals to develop practical, yet refined, plans for accumulating and safeguarding wealth, my team and I also facilitate mutually beneficial connections between our clients and top-tier advisors, CPAs, major investment banks, trusts, lawyers, and other pertinent professionals to establish balanced, all-inclusive insurance strategies that are both cost-effective and productive. In maintaining this portfolio of joint partnerships, our clients are able to remain acutely active and apprised of transitions that occur within each facet of their wealth management framework. Additionally, our long-term care solutions are executed with special care given to provide clients with the choice and ability to efficiently leverage assets and maximize benefits that protect their future interests.► Benchmarking & Executive Compensation with expertise in Healthcare & FQHCs ◄My team and I strive to energetically engage, attract and retain valuable, talented employees at for-profit and not-for-profit organizations. Utilizing skillfully designed executive benefits packages and deferred compensation plans, our client organizations are able to achieve greater success in building strong, dynamic employee bases that advocate motivation, loyalty and financial stability, which in turn, promotes overall sustainable company growth. Benchmarking is often the foundational step to ensure FQHCs are seeing the best “appraisal” for their market.