Dan Wice
Insurance, Estate and Retirement Planning Strategist
- Role
- Insurance, Estate & Retirement Planning Strategist at American Business
- Location
- Stamford, CT, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Insurance, Estate & Retirement Planning Strategist
Oct 2013 — Present
Not all insurance policies are the same and it is critical that clients truly understand the extent of their coverage. I run forensic reviews of their life insurance portfolios to potentially help restructure coverage to increase leverage of premiums, minimize risk and improve tax efficiency.
Education
Clark University
BA, Economics
1985 — 1991
Skills
- Series 63
- Fixed Annuities
- Financial Risk
- Variable Annuities
- Financial Advisory
- Financial Planning
- Asset Allocation
- Mutual Funds
- Risk Management
- Securities
- Estate Planning
- Financial Services
- Disability Insurance
- Long-Term Care
- Investments
- Series 6
- Insurance
- Series 7
- Life Insurance
- Finance
- Training
- Wealth Management
- Retirement Planning
- Finra
- Retirement
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