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Greg Wachter: Finding Your Passion in the Industry
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Indhold leveret af Paul Blanco. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Paul Blanco eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.
Guest: Greg Wachter | Vice President, Risk Management | Barnum Financial Group
Podcast Episode Description:
Bio: Greg specializes in estate maximization, providing strategies that leverage insurance for wealth preservation, wealth accumulation, wealth transfer planning and access to liquidity. He has a broad and deep understanding of the various insurance products available and works to find the best solution for each situation. Greg leverages his 14 years of experience to support the consulting and sales efforts of over 350 financial planners and advisors serving the protection and risk management needs of clients in all fifty states. As a member of the Finseca Ambassador Program, Greg meets with local congresspeople about the many facets of legislation surrounding the industry. He also spends considerable time educating both advisors and clients on the complex offerings in the marketplace. Greg earned a bachelor’s degree from Quinnipiac University.
CRN202705-6415096
55 episoder
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