Allison Gerwick
Providing creative strategies to high net worth clients to protect their wealth with the use of Life Insurance & Leverage
- Role
- VP, Premium Finance at Kuorum Partners
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
VP, Premium Finance
Jul 2022 — Present
Education
Texas A&M - Corpus Christi
BA, Business Mgmt
1997 — 1999
Skills
- Marketing
- Fixed Annuities
- Reinsurance
- Variable Annuities
- Underwriting
- Financial Planning
- Sales
- Financial Planners
- Brokers
- Disability Insurance
- Long-Term Care
- Series 6
- Insurance
- Management
- Life Insurance
- Term Life Insurance
- Retirement Planning
- Marketing Strategy
- Retirement
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