Neal Halawa, Aif®️ Email & Phone Number

Lombard, Illinois

Co-Managing Partner offering comprehensive broker-dealer services ( insurance, investments, guaranteed retirement income, long term care)in concert with Forum Financial Management,LLC

Lombard, Illinois

At Forum Financial Management, we help investors build, manage and preserve their wealth. It starts with a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning.With the foundation of this technical knowledge, we can spend more time on what we truly enjoy -getting to know our clients and their families. By understanding the hopes and dreams that reside at the center of someone's financial life, we are able to design an investment plan that is built to achieve a client's short- and long-term goals. That's what we consider to be the real value of an advisor.Forum Financial Management, LP is a Registered Investment Advisor. The home office of Forum Financial Management is located at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148 (www.forumfin.com, 630.873.8520).What I post on here is my opinion, not the opinion of Forum.

Greater Chicago Area

Our office provides industry leading health insurance, medigap, and lifestyle protection management solutions to Chicago and Illinois residents.We are experienced and dedicated professionals who are available to help and provide you with the best insurance and retirement income solutions, customized to fit your needs and budget.Now you might be thinking that we are just another insurance agency, but we are here to help you understand your coverage options – first and foremost! Please do not hesitate to contact an education specialist today.If you have any questions or comments, please call us at 800.275.0918.We look forward to the opportunity of speaking with you!

Greater Chicago Area

Innovative Asset Management is a positive influence in the lives of our clients by optimizing their assets and empowering their true wealth. Our unique strategies and referable service instill confidence and clarity in our clients' future.PhilosophyWe believe it is more important that values are understood, before assets are valued. Our belief is that we can best serve our clients with a team approach to Asset Optimization. Using professionals across multiple disciplines, including financial, tax, legal and real estate, we develop, enhance and perpetuate our clients’ wealth in the most efficient and effective manner possible. With the creation of an Asset Optimization Strategy, each client has a personalized report of their current situation, their outlook based on the current situation, recommended changes and the potential enhanced results of those changes.Our planning philosophy is simple: Have no agenda other than that of our clients.

Genworth Financial Investment Services, Inc.

As a Regional Planning Specialist at Genworth Financial Investment Services I was asked to perform a wide variety of duties providing product and sales training to non-employee sales representatives in independent tax and accounting practices.Responsibilities: - Managed two separate territories during my tenure totaling 400+ advisors and generated over $450 million in new investment business. - Sold life insurance, linked benefit, fee based, and annuity products through licensed independent advisers who were also certified tax professionals. - Responsible for marketing products and services to new or existing customers by conducting product and sales training for representatives, client senior management and back office operations personnel. - Identify and coordinate client training needs. - Continuous ongoing communication and cultivation of sales representatives and sales management in client organizations to ensure and facilitate sales of multiple products through calls and personal visits. - Participated in joint sales work with advisors and customers. - Participated in developing marketing strategy and tactical plans in support of achieving business plan objectives. - Responsible to deliver compliance training to sales representatives - Conduct continuing education classes for Sales Representatives. - Provide sales management information. - Provide analysis and marketing/training assessment needs to support business plans of clients. - Maintained customer database on attendance at all training sessions - whether one-on-one or in groups. - Participate as a speaker in seminars/training sessions of sales representatives and potential wealth management clients.

Genworth Financial Investment Services, Inc.

As an Internal Planning Specialist, it was my job to drive sales and build relationships with external financial professionals selling the company’s and our vendor partners products. We helped advisers qualify prospects, set meetings, created case design solutions provided product and practice management education along with supporting our external partner in the field to drive revenue. We were responsible for maintaining current and comprehensive knowledge of all products, and conveying this information through marketing materials, literature, and illustrations. We were aware of all regulations regarding our products, and were able to share that with external sales agents.

Chicago, Illinois

Worked with clients face-to-face to advise on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties included assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. Recommended strategies clients could use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage,investment planning, guaranteed retirement income, and fee based solutions.

Greater Chicago Area

Worked with clients face-to-face to advise on retail banking solutions and financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties included assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. Recommended strategies clients could use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.

Tinley Park, Illinois

Provides service to clients' changing insurance needs by selling life, health, and disability insurance.