THOMAS MCEUEN

At RBF Capital, we specialize in Business Debt Modification, helping bridge the gap between struggling businesses and lenders. Our structured programs are designed to help businesses regain financial stability without being subjected to collections and or costly legal actions. We work to restructure debt terms so you can continue running your business with peace of mind.

Conduct outreach to current America General term policy holders to inform them of existing options to convert their existing policy to that of an IUL prior to the termination date of the policy or the option to sell their policy to an institutional financial institution.

• Educated clients on financial products, enhancing understanding of investment options and strategies.
• Managed client relationships, ensuring satisfaction through regular communication and timely updates.
• Conducted comprehensive financial reviews to evaluate performance against benchmarks and objectives.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Utilizing a full spectrum of insurance-centric solutions, such as ROP term insurance, whole life policies with living benefits, premium financed IUL policies and FIA annuities, I provided risk management services to owners, principals and C-level executives of small to mid-cap businesses, as well as their employees. Advisory services focused on risk management such as key-man policies, retirement planning utilizing IUL strategies, as well as providing strategies for generational wealth management goals and objectives.

Represented private equity and hedge fund firms responding to developers seeking additional capital for the ongoing development and completion of retirement golf course centric communities in Latin America. Responsibilities focused on assessing the development of current infrastructure, the intended use of funds and the development of the private placement memoranda for investors.