I support the expansion of our institutional accounts in New York, Washington DC, Maryland, Virginia and South Texas. I have continually demonstrated a passion to offer immediate care for both internal and external relationships. My vast experience in longevity planning, combined with a willingness to provide thoughtful solutions, is felt across the organization.
I'm always available to help educate you on the latest concepts, unique to your client's situation.
If you need assistance on a case, you have a team of dedicated specialists at your fingertips. Feel free to reach out to them directly if I am not available.
I'm always available to help educate you on the latest concepts, unique to your client's situation. Let me know how we can help with your next opportunity through case consultation, virtual point-of-sale assistance, case design support, illustration review, application fulfillment or field underwriting challenges. If you need help on a specific business line, you're always welcome to contact me or reach out to your dedicated team.
