An executive benefit consulting firm that helps design, implement, and provide the ongoing administrative support of deferred compensation plans, Corporate Owned Life Insurance, Bank Owned Life Insurance, informally funding other post employment obligations and "Creating Income in Retirement" for the executives of these companies.I am licensed to sell insurance: CA, CT, DE, FL, IL, KS, MD, MN, MI, MS, MO, MT, NJ, NY, PA, SC, TX & VA. I am licensed to sell securities in: CA, CT, DE, FL, IL, NJ, NY & PA.Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor

I am licensed to sell insurance: CA, CT, DE, FL, IL, KS, MD, MN, MI, MS, MO, MT, NJ, NY, PA, SC, TX & VA. I am licensed to sell securities in: CA, CT, DE, FL, IL, NJ, NY & PA. I am a registered representative and offer securities through MML Investors Services, LL. Member SIPC (www.sipc.org). Supervisory Office: 220 Gibraltar Rd, Suite 350, Horsham, PA 19044

I am licensed to sell insurance: AL, CA, CT, DE, FL, IL, KS, MD, MN, MI, MS, MO, MT, NJ, NY, PA, SC, TX & VA. I am licensed to sell securities in: CA, CT, DE, FL, IL, NJ, NY & PA. I am a registered representative and offer securities through MML Investors Services, LL. Member SIPC (www.sipc.org). Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610-660-9922.

We were a member firm of Valmark Securities. Larry and his team made our associates more productive and efficient through their dedicated support to our firm.

Our firm was one of about three dozen deferred compensation consulting firms that had joined Partners Financial, a subsidiary of NFP. We had systems and personnel available to help with the back office and were able to utilize the other divisions of NFP as we needed.

Responsible for marketing, agent training, design, implementation, and ongoing administrative support of deferred compensation arrangements for mid sized corporations.

Worked for a division of New York Life (NYLEX Benefits). See NYLEX Benefits for more detail.

Advisor to the technology division of The Equitable. Was responsible for helping the home office understand how an agent works in the field

Sold financial products to high networth individuals as part of either individual financial planning or business planning.

I implemented a database marketing campaign using the company's own database to track the sales of individual and corporate opportunities. Initially I was charged with selling the database (the central component of the VISION software at FDP) and increasing sales each year that I was there. Through this job I had the fortune to meet some of the best and brightest people in the insurance business. And some of those people have become lifelong friends.Was in charge of both individual and corporate sales of the Agency Database systems. This was the centerpiece of FDP's VISION suite of products and connected with Financial Planning, Estate Planning, Life Insurance Illustration software, 401K administration software as well as the policy administration system.