Catalyze the Growth of Your Business
Travis Burke | Managing Director | Lombard International
Jonathan Donfeld | Founder | Donfeld Insurance Services Corp.
Growing Your Firm with Private Placement
Daniel Davies |RVP Private Placement Solutions | Prudential
Designing Insurance Managed Accounts and Asset Allocation Programs, Investors Preferred Life
Alan Jahde | Founder, Chairman and CEO | Investors Preferred Life
Rick Calderon | Managing Director & Managing Member | MAS Advisors LLC
Private Placement Sales Strategies
Melissa Haag | Vice President of Affluent Markets | Zurich
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