Matthew Walsh Email & Phone Number

Northbrook, Il, Us

Lincoln, Ne, Us

Northbrook, Il, Us

Northbrook, Il, Us

New York, Ny, Us

At AXA Advisors, we focus on offering our clients a comprehensive approach to planning for the future. We believe that every client deserves a financial strategy that is customized to address his or her unique situation, needs and goals. We strive to help our clients take control of their finances and can help implement a financial action plan using a wide range of products and services from many investment and insurance companies.AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.

Paterson, New Jersey, Us

Stonegate Brokerage specializes in supporting independent wealth management professionals who serve the affluent and super affluent markets. We assist in identifying the optimal combination of life insurance products and strategies to minimize the client’s out of pocket cost and maximize the death benefit leverage of each insurance dollar invested in an affluent client’s insurance portfolio. As an independent Brokerage General Agent with more than 25 years of experience in the industry, Stonegate provides a single point of access to 98% of the life insurance carriers in the market, as well as extensive product expertise, professional in house underwriting capabilities and proven success in negotiating the best possible underwriting offers the insurance market will bear.Top wealth managers seek our services because we facilitate and expedite the process and because we provide independent advice and counsel. We represent the wealth manager and his client, not any single or syndicate of insurance companies. We make the insurance carriers compete vigorously for each case.

As a regional sales vice president for Lincoln Benefit Life, I am responsible for facilitating conversations around life insurance and annuities offering planning solutions to financial advisors and brokerage agency marketing staff. Our approach is to focus on customization to make sure the design fits both the client's need and budget, which could include term, whole life, universal life, and variable products for fully-underwritten, simplified and guaranteed issued plans for life insurance; as well as a host of annuity products too. We also focus on building relationships to help maximize the impact Lincoln Benefit Life can have on their practice. - Consultative Sales Expertise - Customized life insurance strategies - Break complex topics into easy to understand concepts

Lincoln, Ne, Us

Represent Allstate to financial representatives in financial institutions and key independent broker dealers, throughout the western United States. Responsible for marketing Allstate fixed and variable annuities, mutual funds, and cross-selling life insurance products within banks and independent financial institutions in order to expand the number of sellers and increase overall production.

B.A., History

Education record