Mark Balaban
Founding Member, The Balaban Group, LLC
- Role
- Founding Member at The Balaban Group, Llc
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Mark Balaban
We have been in business since 1986 providing life, disability, long term care, and health insurance for companies and individuals. We are brokers and therefore do not place coverage with any one or two companies. Specialties: High Net-Worth Individual life insurance and estate planning; Long-Term Care Insurance, High Limit Disability Insurance, Non-Appearance
Experience
Founding Member
Sep 2022 — Present
Education
University of California, Berkeley
BA, Independent Studies
1980 — 1984
University of California, Berkeley
Bachelor of Arts (BA)
Skills
- Investment Strategies
- Tax
- Long-Term Care
- Disability Insurance
- Financial Advisory
- Fixed Annuities
- Portfolio Management
- Wealth Transfer Planning
- Equities
- Series 63
- Risk Management
- Trusts
- Health Insurance
- Asset Management
- Asset Allocation
- Investments
- Wealth
- Retirement
- Employee Benefits
- Series 7
- Long Term Care Insurance
- Life Insurance
- Investment Advisory
- Securities
- Term Life Insurance
- Management
- Mutual Funds
- Mortgage Lending
- Estate Tax Planning
- Retirement Planning
- Estate Planning
- Underwriting
- Alternative Investments
- Financial Services
- Long Term Care
- High Net Worth Individuals
- Executive Management
- Mergers & Acquisitions
- Wealth Management
- Strategic Financial Planning
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