Regional Vice President - Advanced Markets
CurrentRegional Vice President - Advanced Markets – Wholesaler working with our General Agents, PPGA's and Financial Advisors to provide education on various topics including Defined Benefit and Defined Contribution retirement plans. Infinite Banking strategies including Private Pension, College Planning, Roth Alternative and Banking on Yourself. Business Continuation including Buy / Sell, Key Person, Executive Bonus and Deferred Compensation, as well as Estate Tax strategies. Point of sale and technical design support to assist Financial Advisors with clients as well as accountants and legal representatives. Conduct Continuing Education credit seminars on various topics for Genral Agents and Financial Advisors.