Expertise: Area of expertise is Senior Life Settlements and Viatical settlements. I can assist advisers in qualifying clients for these type of transactions. I can assist policyholders to determine if they are an appropriate candidate for these transactions and I can assist consumers if they are approached to invest in these type of transactions.
Experience in the area I am the Director of New Business for Performa Corp a boutique Life Settlement brokerage located in south Florida.
Publications Agent Sales Journal, California Broker Magazine
Education/Credentials AA Liberal Arts
BS Finance Management
10 yrs US Army Finance Officer
Life Licensed in State of Florida |