Company Description
Portfolio Management for clients who are in need of Life and Health Provision with Investments. Training people to offer Financial services for clients' specific needs thru total needs selling.Products or Services I Sell
- Insurance - Estate Planning
- Insurance - Health
- Insurance - Life
- Insurance - Property & Casualty
- Sales Training
Products or Services I Buy
- Consultant - Data Management in Financial Services
- Financial - Advisor & Planning
- Financial - Alternative Investments
- Real Estate- Insurance
- Staffing and Recruiting