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