Josh Farmer
Settlement Consultant Financial Services Professional @Formerly Millennium Settlement Consulting
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WORK HISTORY
Settlement Consultant Financial Services Professional @Formerly Millennium Settlement Consulting
San Diego, CA, US
With nearly 15 years of experience as a financial services professional combined with extensive experience in the institutional annuity market space, I have the unique ability to offer my clients a comprehensive design to meet their varying needs, while maintaining 100% product unbiased. My approach helps ensure that our clients receive the most comprehensive settlement plan design possible. Implementation and long-term plan monitoring help secure success and financial stability for our clients and their families.
EDUCATION
Life, Health, DI, LTC, Trojan Horse Method, Former: Series 6, Series 63
Associate's degree, Criminal Justice/Police Science
Trojan Horse Method
Trial presentation and case structuring skills
SKILLS
ABOUT JOSH FARMER
As a Senior Settlement Consultant for Sage Settlement Consulting, I have served thousands of personal injury attorneys and their clients, nationwide for over two decades.With 30+ years of consultative sales experience my approach to understanding the needs of my clients make me an invaluable resource to trial lawyers and the injured. I use strategic planning techniques that offer: risk diversity, liquidity, and tax-advantaged investments that are appropriate for each individual I meet with. We offer holistic solutions that address cash flow planning, retirement planning, investment management, insurance planning, estate planning, tax planning, and Public Assistance preservation.I also specialize in providing educational seminars to law firms, attorneys and their staff, specializing in improving business flow processes to expedite case resolution, pre-mediation case file review and proper MSA compliance procedures. As a proud father of three boys and husband to my beautiful wife, I accept life\'s daily challenges head-on with tenacity and perseverance.
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