WHOLESALERS for money managers, mutual funds, annuity and life insurance companies in the following channels:

• Wirehouses
• Independent broker dealers and financial planning firms
• Banks
• Insurance Marketing Organizations, Producer Groups and Life Insurance Brokerage
• CPA and law firms

NATIONAL, REGIONAL AND DIVISIONAL SALES MANAGERS for:

• Wirehouses
• Independent broker dealers
• Banks

FINANCIAL SPECIALISTS for national, international and regional wirehouses, banks, law firms, trust companies, property & casualty brokers, producer groups and CPA firms in the following disciplines:

• Advanced estate planning, financial planning and business insurance
• Family office and private wealth management
• Consumer finance (liability management)
• Annuities, mutual funds
• Investment Management across multiple investment disciplines

SALES & TECHNICAL MANAGEMENT executives at all levels and across virtually all financial disciplines.

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