Mooresville, NC | Huntersville, NC | Greenville, SC
Also known as: Josh
I want to be my advisor's first and best choice for Life Insurance case design and underwriting support. My goal is to be my advisor's marketing consultant and back office support technician by helping them maximize each selling opportunity. My focus is to match each client's health and objectives with the carrier that has the best combination of product, policy design, and underwriting offer. Financial Independence Group offers over life insurance carriers, an in-house underwriter, a comprehensive policy analysis and review department, access to legal and tax experts, advanced sales, and an extensive infrastructure to support the many needs of a producer. Specialties Lead generation, marketing systems, product design, policy analysis, new business underwriting support, underwriting decision negotiation
