Juan Ignacio Baldrich

About Juan Ignacio Baldrich

I began my career as an insurance agent and licensed financial advisor, steadily…

Experience

1. Principal

   Panel Development Partners Agency

   Aug 2018 — Present · Miami, TX, US

   At Panel Development Partners, we strive to enhance lead generation through our thoughtfully developed network of online properties. By managing a range of high-traffic websites and digital platforms, we aim to provide quality leads while prioritizing strict compliance guidelines. This approach allows our agents to concentrate on delivering exceptional service and valuable guidance to their clients.We believe in building partnerships that foster mutual growth through responsible business practices. Our model offers risk-based providers an opportunity to expand their reach and strengthen their revenue streams.We are also honored to collaborate with the Florida Department of Children and Families through our MyACCESS Florida program, providing personalized assistance to help families and individuals achieve financial independence.For insurance agents, we offer a variety of supportive resources, including:A streamlined contracting system with top carriersAccess to our lead-generating platformOffice space and equipmentMarketing support and trainingTraining and certification assistanceProvider marketing opportunitiesMarket development resourcesConnections to carriersCall center supportWe’re excited to continue our journey of service and collaboration, always focusing on integrity and support.

Skills

• Portfolio Management
• Training
• Wealth
• Financial Planning
• Medicare
• Investments
• Retirement Planning
• Life Insurance
• Finance
• Investment Strategies
• Business Development
• Wealth Management
• Securities
• Estate Planning
• Employee Benefits
• Financial Advisory
• Medicare Advantage
• Fixed Annuities
• Team Building
• Investment Advisory Services
• Wealth Accumulation
• Financial Services
• Retirement
• Strategic Financial Planning