Avshalom Gad
Financial Adviser
- Role
- Licensed Agent at New York Life
- Location
- Carmel, IN, US
- LinkedIn followers
- 500 followers
About Avshalom Gad
As a Financial Adviser I exist to empower and enable people in fulfilling those financial matters that are of interest or importance to them, and in the process leave them with more clarity of vision and confidence of strategic planning.I\'m in the business of listening for and reliably delivering that which makes a real difference in what people are dealing with financially and what they really care about.Avshalom Gad, CFP®, RICP®, WMCP®, LL.B, ChFC®, CLU® is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Indiana and Illinois. As such, these services are strictly intended for individuals residing in the specific states referenced. Avshalom Gad, CFP®, RICP®, WMCP®, LL.B, ChFC®, CLU® is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC at 11595 N. Meridian St. Ste. 850, Carmel, IN 46032, 31••••••00 Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in Indiana and Illinois. No offers may be made or accepted from any resident outside the specific state referenced. Avshalom Gad, CFP®, RICP®, WMCP®, LL.B, ChFC®, CLU® is an agent licensed to sell insurance through New York Life and is licensed with various other independent unaffiliated insurance companies in the states of Indiana, Illinois, Florida. No insurance business may be conducted outside of these states referenced.Neither Eagle Strategies LLC nor any of its affiliates provide legal, tax or accounting advice. Please contact your own advisors for more information on your particular situation.Specialties: Advanced Planning, Retirment/Pension Plans Design.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
Experience
Licensed Agent
Apr 2004 — Present
An agent licensed to sell all life, investment and Long-Term Care insurance products offered by New York Life with special authorization to offer AARP endorsed life insurance products.
Education
The Hebrew University of Jerusalem
B.A., Business Management & Sociology
1988 — 1991
The College of Management Academic Studies
LL.B, Law
1992 — 1996
Landmark
Graduate, Transformation/Leadership
2005 — 2020
Skills
- Long-Term Care Insurance
- Wealth Preservation Planning
- Term Life Insurance
- Education Funding Strategies
- Whole Life Insurance
- 401(K) Rollovers
- Wealth Transfer Strategies
- Account Management
- Lgbt Planning
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