| Name | Title | Contact Details |
|---|---|---|
Jordan Rosenfeld |
Chief Compliance Officer and Regional Counsel - Marsh McLennan Agency | Profile |
Christina Gallo |
Assistant General Counsel, Litigation | Profile |
Susan Stone |
General Counsel | Profile |
Mikhail Vanyo |
General Counsel | Profile |
Kenneth Miao |
AVP and Chief Tax Counsel | Profile |
meketa investment group inc is a Westwood, MA-based company in the Financial Services sector.
Cesar Insurance Agencies Inc is a Buffalo, NY-based company in the Financial Services sector.
The Financial Architects Partners, LLC, a subsidiary of NFP, is a 35 person national life insurance planning firm with offices in Boston, Los Angeles, Minneapolis, Palm Beach, Palo Alto and Providence. Financial Architects Partners manages over $10 billion of trust-owned life insurance for over 300 family groups as of July 1, 2014. Our team consists of individuals with backgrounds in law, tax, finance and life insurance. We specialize in wealth transfer life insurance and the design, implementation and management of large life insurance portfolios.
White Insurance is a Black Mountain, NC-based company in the Financial Services sector.
Twenty-five years of experience in the rapidly changing life insurance industry led the creators of Proformex to the conclusion that agents, fiduciaries, trustees, insureds and policy owners need a way to analyze, monitor and govern InForce policies to track whether the insurance contracts perform as intended. From the beginning, Proformex software was created to set a new professional standard of proactive InForce Policy Management that: - Responds to the greatest disconnect between client and advisor: clients expect that their insurance will be proactively managed according to defined objectives over time, but advisors and trustees are ill-equipped for these long-term monitoring and management commitments. - Enables agents to analyze and monitor their InForce book of business in a consolidated location regardless of when and where the policy was written. - Automates the request of and archive important policy documents, including statements and illustrations. - Proactively monitors InForce policy performance and receives automated alerts and notifications in the event a policy goes off-track from the intended financial and coverage objectives. - Changes the way life insurance is sold, monitored, and serviced.