Corey Pontbriand

About Corey Pontbriand

My name is Corey Pontbriand, and I’m the founder of Elite Legacy Advisors, LLC — a…

Experience

1. Founder

   Elite Legacy Advisors, Llc

   Nov 2005 — Present · Boca Raton, FL, US

   Your Trusted Partner in Tax-Free Wealth, Protection Planning, and Legacy BuildingAt Elite Legacy Advisors, we specialize in helping business owners, professionals, and high-net-worth individuals build tax-efficient wealth strategies using advanced life insurance solutions and long-term financial planning.Whether you’re a physician, attorney, entrepreneur, or executive — we guide you beyond traditional retirement vehicles and empower you to: • Build tax-free retirement income • Protect your assets from lawsuits and market risk • Leverage permanent life insurance as a private wealth tool • Create generational wealth without unnecessary tax exposure • Exit your business or career with confidence and controlWe don’t just sell insurance — we design strategies that align with your values, long-term goals, and family legacy. Based in Boca Raton, FL – proudly serving clients across the U.S. Interested in learning how the wealthy use life insurance differently?Schedule a private strategy session or explore our educational content.

Education

• Primerica FInancial Services University

  Finance

  2005 — 2006

Skills

• Teamwork
• Entrepreneurship
• Time Management
• Strategy
• Leadership
• Team-Oriented
• Social Networking
• Team Building Facilitation
• Soccer
• Sales
• Customer Service
• Team Building
• Account Management
• Cross-Functional Team Leadership
• Coaching
• Social Media
• Consultants