Wealth Management Consultant--Institutional Distribution
CurrentMerger/acquisition with Prudential Life Distributors effective 7/1/2023. Wealth Management Consultant--Institutional Distribution--Work closely with financial advisors to increase their knowledge of life insurance on a multi-carrier platform through education and seminars.--Help financial advisors with case development and point of sale assistance.--Help financial advisors more deeply serve their clients with concepts such as asset protection, wealth transfer, legacy planning, tax diversification, business and estate planning concepts, and long term care alternatives.