Do Your Clients’ Financial Plans Provide a Strategy for Healthcare Funding?
Peter understands clients’ health care challenges during retirement and equips advisors with the knowledge to build trust and provide solutions.
With a seasoned, results driven style, he makes navigation through a complex and ever-changing health care landscape comprehensible to all.
The foundation of his exceptional communication and presentation skill set is the core product proficiency that Peter brings in insurance, mutual funds, annuities and retirement plans.
- The Convergence of Health Care & Financial Planning 2021 and Beyond
“Peter’s presentation to our Financial Advisors was excellent. He took the complicated subject of Health Care and presented it in an interactive and easy-to-understand manner. More importantly, he took his presentation one step further and answered the question, ‘What does this mean to your clients?’ He accomplished this by providing our advisors with the tools to not only have the important health care discussion with their clients but to also come up with solutions to fund these often overlooked costs. This new knowledge and skill set will definitely add value to our client relationships.”
– Sales Manager, CUSO Financial Services
“Loved Peter’s presentation. A HUGE amount of needed information and material we should all be incorporating into our planning with clients.Thanks for providing such a valuable meeting.”
– Wells Fargo PCG Financial Advisor
“That was Excellent! Very, very helpful and I hate these things”
– Client Seminar Attendee, Pine Hurst, NC
Peter’s Client List Includes…
- Barron’s Top Financial Advisor Summits
- Cetera Financial
- CUSO Financial
- Fifth Third
- Huntington Bank
- Jackson National
- Lincoln Financial
- LPL
- Nationwide
- Realty Capital Securities
- Prudential
- Schwab IMPACT
- SunTrust
- Wells Fargo
Travels From: Alabama
City: Philadelphia
$5,001 to $10,000
