Updated September 7, 2023, at 3:05 PM
This case study puts a magnifying glass on premium financing for an ultra-high-net-worth (UHNW) individual who has a unique aviation risk.
Read the full case study below or download the PDF version here.
TJ, originally from Dayton, Ohio, graduated from the University of Dayton in 1995 with a Bachelor of Science in Accounting. He served 6 years in the U.S. Army in Germany, Bosnia, Georgia, Oklahoma, and North and South Carolina. He moved to North Carolina and joined Financial Independence Group as the inaugural life insurance sales consultant in 2002 after working as an investment broker in Florida. As a Senior Life Sales Consultant, TJ is responsible for recruiting, educating, and promoting all life insurance products to our advisors. He holds both a series 7 and series 63 licenses, and is an expert in estate planning and business planning utilizing life insurance. He and his wife Verna are the proud parents of 2 beautiful daughters, Lanigan and Adrianna. He enjoys travelling in his spare time. If you have any Life Insurance questions please contact TJ.
Updated September 7, 2023, at 3:05 PM
This case study puts a magnifying glass on premium financing for an ultra-high-net-worth (UHNW) individual who has a unique aviation risk.
Read the full case study below or download the PDF version here.
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