David Graham's Linkedin Analytics

“Choose a job you love, and you will never have to work a day in your life.” This quote sums up my over 20 years of experience working with agents to better their client's position while helping place products to compliment the chosen planning. From gathering client's objectives by asking the right questions, assembling a presentation that meets those objectives, to finally working with the client and their advisors in implementing the plan . . . each stage of the process offers its own unique challenges and rewards. Nothing is more satisfying than helping advisors improve their client's planning. I also enjoy sharing knowledge and insights at brokerage seminars, industry events and training sessions for our participating agents and home office personnel. Specialties: Estate Planning Business Planning Life insurance and annuities Trusts Large Case and Family Office