Beau F.
Vice President, Eastern Division at Alliance America
- Role
- Vice President - Eastern Division at Legacy Assurance Plan
- Location
- Bradenton, FL, US
- LinkedIn followers
- 500 followers
Experience
Vice President - Eastern Division
Jan 2006 — Present · Sarasota, FL, US
Vice President, Eastern Division at Legacy Assurance Plan, driving strategic growth of our membership-based estate planning services across the Eastern United States. Lead a network of community-based consultants who deliver holistic estate planning solutions through our unique ongoing support model. Direct operations that integrate legal, financial, tax, business, and risk management strategies into comprehensive plans. Oversee partnerships with vetted estate planning attorneys, fiduciary-standard financial advisors, and tax strategists to ensure members receive continuous support and expert guidance. Focus on making estate planning an accessible, lifelong journey rather than a one-time event through regular plan reviews, updates, and educational resources.
Skills
- Investments
- Business Development
- Strategy
- Wealth Management
- Portfolio Management
- Competitive Analysis
- Start-Ups
- Loans
- Cash Flow
- Crm
- Insurance
- Analysis
- Auditing
- Coaching
- Credit
- Executive Management
- Financial Modeling
- Business Planning
- Employee Benefits
- Strategic Planning
- Budgets
- Finance
- Strategic Financial Planning
- Teamwork
- Business
- Team Management
- Relationship Management
- Small Business
- Sales Management
- Social Networking
- Mergers & Acquisitions
- Entrepreneurship
- Management
- Team Building
- Retirement Planning
- Business Strategy
- Accounting
- Negotiation
- Team Leadership
- Business Networking
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