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 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
Q: I received a life insurance policy for my fathers death, of 10,000. Are there any taxes that need to ... A: Sorry for the slow response and please accept my sympathies for your loss. In general, if you ...
Q: I have a few questions that I need help with. I am 33 male non smoker and am in good health, my ... A: Sorry for the delay. I will approach each question separately. I am not exactly clear what you are ...
Q: I am 75 years old and recently cashed in two whole life insurance policies. What are the tax ... A: I assume you are not referring to recovering the cash surrender value in your policies when you say ...
Q: I was approached by a client regarding a possible life settlement and have a few questions for you. ... A: Presumably your client has a buy/sell agreement or key man policy he no longer needs. His chances ...
