A national financial services company that serves high net worth and institutional clients. It is fully-capitalized by institutional investors and senior financial services executives who have no interest or involvement with its product selection or research, which eliminates conflicts of interest.
I am a licensed Health and Life Insurance Agent specializing in Human Resources, Employee Benefits and Compliance with ERISA, ACA, and Federal and State Employment Laws. I am Certified by NAHU for ACA Compliance and am a member of PHIRA. I have worked in the insurance business for 40 + years.
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