1) Florida Bar and Insurance/Securities Licensed - active producer and consultant to individuals, their families and advisors 2) Specialize in insurance contract analysis and applications; specialized expertise with annuities and their use within the estate/financial planning context 3) Featured speaker at American Bar Conference for estate planning and tax attorneys - The Road Ahead: The Use of Annuities in Estate Planning 4) Featured speaker for upcoming Florida Bar Conference - Life Insurance and Annuity Forensics: Contract Diagnosis and Prognosis 5) Prominent member of Florida Bar Elder Law Section's Financial Product Committee 6) Member of task force to review pending Florida legislation regarding the promotion and sale of annuities 7) Presentation before regional FPA Division - Annuity Autopsy: Differentials and Life After the Sale 8) Chaired American Bar sub-committee assigned task of petitioning IRS for further guidance regarding the potential restructuring of non-qualified annuity contract settlement options to accommodate the integration of trust designs. Mailing Address: 2801 Fruitville Rd., Ste. 100 Sarasota, FL 34237 States of Operation: Florida Insurance Companies Represented: Extensive list
State:
Florida
