Claritza Encarnacion
Life Insurance - Asset Protection and Tax Planning
- Role
- Inheritance Planning and Asset Protection at Inheritance Advisory Group
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Claritza Encarnacion
Global investment sales professional with over 20 years of experience in the financial…
Experience
Inheritance Planning and Asset Protection
May 2016 — Present · Miami, TX, US
Integrating life insurance solutions to high-net-worth client portfolios, through partnerships with advisors to develop a deep understanding of clients needs and priorities. knowledge of country specific tax and regulatory changes which may impact IWS solutions.
Education
Framingham State University
Bachelor of Business Administration (BBA), Marketing
2001 — 2004
Skills
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Portfolio Management
- Strategic Planning
- Equities
- Investments
- Sales
- Sales Presentations
- Business Development
- Wealth Management
- Management
- Financial Services
- Crm
- Variable Annuities
- Asset Management
- Strategy
- Life Insurance
- Relationship Management
- Finance
- Talent Acquisition
- Group Insurance
- Business Strategy
- International Sales
- Spanish-English
- Fixed Income
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