Principal | Advanced Case Specialist | Corporate Life Insurance |

• Jan 2017 - Present

WHAT WE DO: We work with an advisory team of accountants, lawyers, and tax planners to help our clients keep more money in their pockets. Whether it's the burden of a large tax bill, business succession planning, or any other financial challenge, our job is to ensure you are well taken care of in all aspects of corporate financial planning.WHO WE RELY ON: Underwriters, actuaries, specialized lenders, and tax accountants to help facilitate our corporate insurance planning. WHO WE PARTNER WITH: Accountants, tax & estate planners, lawyers, commercial lenders, mortgage brokers, realtors, and other advisors.WHY IT WORKS FOR YOU: When you partner with a group of high-level planning professionals, you get the most efficient, effective and affordable business planning that small business owners are looking for right now.WHAT MAKES US DIFFERENT: We leverage our business contacts to serve our clientele better. We complete the introduction, planning, and integration of the solutions to create efficient tax strategies for my small business owners.WHAT OTHERS SAY : Aman B. - Finance Brokerage Partner - "Our experience with John was amazing! He is a very professional and knowledgeable individual in his line of business. He truly cares about tailoring his products around each of his clients' needs. He was extremely patient and was able to provide us with sound advice and ensure that we are set up with the right insurance products."

Independent Financial Advisor

• 2015 - 2018