Kai Hui
Personal Financial Representative at Allstate Financial Services, LLC
- Role
- Personal Financial Representative at Allstate Financial Services, LLC
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Kai Hui
I offer total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust servicesSecurities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA) Registered Broker - Dealer, Member FINRA, SIPC. Investment Advisory Services offered through Allstate Financial Advisors, LLC. Check the background of this firm on FINRA’s BrokerCheck website http://brokercheck.finra.org. Annuities and life insurance offered and issued by third party companies not affiliated with Allstate. For product disclosures and other information, visit
Experience
Personal Financial Representative
Allstate Financial Services, LLC
May 2017 — Present · New York, NY, US
Education
NYU Stern School of Business
MBA, Marketing/Intl Business
1988 — 1990
Syracuse University - Martin J. Whitman School of Management
BS, Finance, Human Resources Mgmt
1980 — 1984
Skills
- Estate Planning
- Key Person Insurance
- Iras
- Retirement Planning
- Term Life Insurance
- Fixed Annuities
- Guaranteed Lifetime Income
- Disability Insurance
- Asset Allocation
- Wealth Accumulation
- Long Term Care Insurance
- Series 6
- College Savings Plans
- Executive Benefit Strategies
- Strategic Financial Planning
- Key Person Protection
- Wealth Preservation Planning
- Wealth Management
- Series 63
- Financial Planning
- Whole Life
- Life Insurance
- Buy-Sell Agreements
- Financial Services
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