| AREA OF BUSINESS: |
27 years experience.
Provide Insurance and Financial Planning for business owners, executives and professionals.
These services include Retirement Income Planning, Estate Planning, Long Term Care Planning. For businesses: 401K, all group benefits (medical, dental, life, long term disability)
Deferred Compensation Planning
Rollover IRAs
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| THE GENERAL LOCATION: |
NYC metropolitan area which includes Norther NJ and Southern CT |
| YOUR POSITION: |
AXA Advisors, LLC is part of AXA/Equitable and AXA International company based in Paris,. France with over $ 1.7 Trillion dollars in assets and 50 Million customers. |
| PROFESSIONAL HISTORY: |
My certifications include:
Certified Finanicial Planner (CFP)
Chartered Life Underwriter (CLU)
Registered Employee Benefits Consultant (REBC)
Certified in Long Term Care (CLTC) |
| PROFESSIONAL RELATIONSHIPS: |
I am seeksing to develop professional relationships with CPAs, Attorneys, Business Brokers
and Executive Recruiters to provide value added services for their clientele and referrals in return.
I would also like to meet executives, professionals and business owners who would like to
review their own insurance and financial planning strategies to make sure the meet their needs and goals today as well as into the future especially in the area of Retirement Income planning and asset protection strategies in the event of catastrophic illness. |