Bruce Fain

Individual Client/Small business Division

Give group seminars/Individual presentations.

Assess and analyze client Financial information.

Demonstrate Financial Suitability to both the Client and the Insurance Company/ Financial Custodian for appropriate distribution of Capital assets to establish an approved Retirement Plan.

Facilitate all transfers of Financial assets to the appropriate Financial Institutions.

Produce approved financial plans for both Start up and Exit planning for Small Business operators.

Assess and produce both Key Man, and Buy Sell Agreements for Business Owners.

Produce and submit all contracts for final approvals, and transfers.

Private client division.

Provided Seminar presentations to group audiences, as well as Individual client interviews.

Assess and analyze all of the Client's Financial information.

Produce a written Proposal for review by both the Client, and the Insurance Company/New Financial Custodian. To show Suitability to the Custodian, and an estimated Final result to the client.

Produce and submit all Contracts and transfer forms for final approvals, and final transfers.

Facilitate Long Term Care Insurance opportunities for Teachers, and Administrators employed by the N.E.A. Nationally.

This was an in office job, and sales were completed by Phone, Fax, and Mail.

Contracting all Clients purchasing a vehicle.

Offering Extended care, Gap opportunities, and creditor life.