Greg provides 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. He also spends considerable time educating both advisors and clients on the sometimes complex offerings in the marketplace. Greg earned a bachelors degree from Quinnipiac University.
Licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.