Our C.P.A. partners rarely specialize in insurance & investments - through education we make your practice stronger and more comprehensive. Our creative strategies combined with your expertise will ensure you put the best innovative options in front of your clients. Everyone has access to the same products, for us, its about HOW the products are utilized.Any firm can offer basic quotes, but offering outside-the-box OPTIONS is what sets us apart. Our firm's foundation was built on life insurance and our experience is priceless to you.
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What happens when a mathematician-turned-actuary happens to also be one of the best salesmen his industry has ever seen?. And what if this person happened to have a larger-than-life personality that people couldn't get enough of? Well, what you get is a recipe for tremendous success in the insurance and consulting arena, that's what!
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Olivia Valdez
Mar 18, 2019
