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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
June 01, 2010 at 08:00 PM
Josh O’Gara, a brokerage manager for First American Insurance Underwriters, Inc., Needham, Mass., has earned the designation of Chartered Life Underwriter (CLU).
As a brokerage manager, O’Gara focuses on case design, product support and assisting agents in becoming more successful as they grow their business.
“We congratulate Josh on his hard work in completing the necessary coursework for the Chartered Life Underwriter designation,” says Allan D. Gersten, Chairman & CEO of First American Insurance Underwriters. “This is a great milestone for a life insurance professional, and we know he will utilize this added knowledge to further benefit our clients.”
A resident of Boston, O’Gara holds a BA degree in Economics from St. Lawrence University. He is a member the National Association of Insurance & Financial Advisors and the Society of Financial Services Professionals.
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