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Home > Business & Finance > Insurance > ValuSpot
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ValuSpot
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Expert in: Insurance
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Rating:
(Read all 3 reviews)
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Languages: English
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I have sold a ton of Individual and Group Life, Health & Disability Plans and there’s not much I don’t know about individual policies or group plans. Get Qualified Help Here!
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Degrees
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Bachelors of Science Degree, University of Oregon, Accounting & Quantitative Methods
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My Expert Service
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I worked in the insurance and securities business for over twelve years. I started off selling small family life insurance policies and individual health, disability and cancer policies. I moved into the Group Life, Health and Disability plans for Small Business, School Districts and Counties. I ended up selling Joint Survivor policies to fund what was (and might still be if reinstated) an estate tax liability for multi-millionaires, such policies being funded with $20,000.00 to $70,000.00 per year in annual premiums. Both fixed and variable, term and permanent, annuities, dividends, taxes, etc … You name it and I am very likely to be refreshingly knowledgeable in the opinions that I provide you.
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Experience & Qualifications
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Ellis Financial Group, Eugene, OR Owner
Dynamo Sales evangelist and owner of this successful five state insurance and financial services Agency with delivery to high net worth individuals and business owners; responsible for all areas of functional activity. Performed the following duties: Administered financial plans, contracts and policies; advised clients; analyzed investment opportunities or strategies; brand management; computed equity, taxes; conducted estate and tax planning, investigations and research; evaluated degree of financial risk; interpreted economic trends, contract, property and insurance laws, tax codes and regulations; performed advanced financial analysis; prepared financial reports, tax reports, tax returns; project management; product management; Out of millions of dollars under management, I lost money for only one client, on only one contract.
Prudential Insurance, Eugene, OR
Special Agent, Associate Pension Specialist
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Available Modes Of Communication
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email/chat
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Most Recent Client Reviews (Read all 3 reviews) |
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 by jhontexas on Jun 25 2009
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Thanks for all the help. really appreciate it.
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by jhontexas on Jun 18 2009
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Great advice will use again for more information. thanks again
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by Ken on Apr 19 2009
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Gave me good advice on an insurance question. I would contact him again for more advice.
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(Read all 3 reviews)
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Contact
ValuSpot
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Home » Business & Finance » Insurance
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