Corporate Life Insurance & Advanced Planning Specialist | HNW & Business Owner Strategies | Estate, Succession & Tax-Efficient Insurance Planning
Corporate Insurance Specialist and financial services professional with 8+ years of experience designing, illustrating, structuring, and executing large-case insurance strategies. My expertise includes corporate-owned life insurance, advanced planning, estate preservation and maximization, business succession, corporate asset transfer, IFA strategies, wealth management, and business development.
Member Since
August 16, 2026
Last Active
9 days ago