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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
October 29, 2006 at 03:00 PM
The following executives participated in the Oct. 4 roundtable held in Atlanta.
o Daniel Bockhorn, managing partner, Trinity Financial Services, LLC, Altamonte Springs, Fla.
o Brent Bush, vice chairman, Magna Administrative Services, Coral Gables, Fla.
o James Cavoli, chairman and CEO, Life Settlement Insights, Cleveland, Ohio
o Nate Evans, president, Maple Life Financial, Bethesda, Md.
o Bryan Freeman, president and managing member, Habersham Funding LLC, Atlanta, Ga.
o Rob Haynie, managing director, Life Insurance Settlements, Ft. Lauderdale, Fla.
o Ted Kilkuskie, senior vice president, account services, Coventry, Fort Washington, Pa.
o Scott Page, president and CEO, The Lifeline Program, Atlanta, Ga.
o Craig Seitel, CEO, Abacus Settlements, LLC, New York, N.Y.
o Larry Simon, president, Life Settlement Solutions, San Diego, Cal.
o Stephen L. Washington, managing director of business development, Life Equity LLC, Hudson, Ohio
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Copyright © 2024 ALM Global, LLC. All Rights Reserved.
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