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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.
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

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