Evan Horton
Corporate Vice President, Advanced Planning Consultant
- Role
- Corporate Vice President, Advanced Planning Consultant at New York Life
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Evan Horton
New York Life recruits and hires thousands of new agents every year, many of whom are…
Experience
Corporate Vice President, Advanced Planning Consultant
Apr 2025 — Present · Boston, MA, US
Experienced in advising high net worth clients on a face to face basis in the areas of income tax planning, estate tax planning, wealth distribution and preservation, and minimizing of gift and estate tax exposure.• Supports agents, office management, and consultants for assigned territory by providing one-on-one case consultation and case design services for high net worth clients. Helps identify and implement various estate, investment, succession, business, premium finance, and retirement planning concepts and strategies in connecting with sales of our Company\'s products.• Works jointly with other divisions of New York Life Insurance Co. to develop and promote advanced market initiatives for the sale and marketing of our Company\'s products.• Develops marketing and educational materials for agents, clients and their advisors on advanced market life insurance and other insurance product applications, including estate, business and retirement planning strategies.• Provides support to agents, trainers, product consultants, and other New York Life management and personnel requiring assistance with the technical, legal and tax aspects of advanced estate, business and retirement planning tools and techniques.
Education
Suffolk University Law School
Doctor of Law (J.D.)
Tulane University
Bachelor of Science in Management
Skills
- Securities
- Estate Planning
- Retirement
- Strategic Financial Planning
- Life Insurance
- Mutual Funds
- Wealth Management Services
- Insurance
- Investments
- Financial Services
- Retirement Planning
- Finra
- Series 63
- Small Business
- Wealth Management
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