R. Anthony Joseph

Financial and Insurance Consultant at Evergreen Financial Services

Role
CEO at Evergreen Financial Ltd
Location
San Jose, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About R. Anthony Joseph

R. Anthony Joseph operates a full service insurance and small business lending agency in the San Francisco Bay Area. His activities include arranging premium financing, recruiting insurance based agencies into small business lending and assisting with insurance agency diversification. He is additionally involved in currency conversion transactions, the selling of dory and bullion gold to select buyers worldwide, and trading opportunities for varied commodities. He is a life insurance servicing agent for orphaned clients for a major life insurance company that specializes in high-net worth individuals. Mr. Joseph also arranges (Platform Trading Programs) for numerous high net worth individuals and works directly with six trading platforms in Europe and the USA.His interests and non-business related activities include: Writing novels, screenplays, and painting in acrylics.

Experience

  1. CEO

    Evergreen Financial Ltd

    Aug 1990 — Present

    Diversified financial activities include involvement in S 2 S transactions, L 2 L, and B 2 B situations. There is also an involvement in EBICS transactions. We can receive funds & do international payments via EBICS and via WEB LINK & IP / ID access code – I am direct to the Receiver.We offer MT103 2 Ways. Our annuity activities include investment grade annuities some backed by gold. As a licensed insurance broker, we can assist with diversifying your portfolio into a bundle of Single Premium Investment Annuities (SPIA) involving a multitude of prime insurance companies. When you close that or broker a gold transaction, see us about diversifying into a cluster of annuities that will pay you an income for life. Mr. O.J. Simpson still receives a month U.S. and he is sitting in a jail cell. Annuities are your safest and most stable investment and can be set up to pay for a lifetime.

Education

  • San Francisco State University, Lam Family College of Business

    BS

Skills

  • Training
  • General Insurance
  • New Business Development
  • Wealth
  • Long Term Care Insurance
  • 401k
  • Investment Strategies
  • Alternative Investments
  • Asset Management
  • Cold Calling
  • Investment Advisory
  • Commercial Insurance
  • Securities
  • Pensions
  • Series 7
  • Insurance
  • Estate Planning
  • Mortgage Lending
  • Marketing
  • Commodity
  • Bonds
  • Direct Sales
  • Leadership
  • Portfolio Management
  • Selling
  • Equities
  • Life Insurance
  • Finance
  • Financial Services
  • Asset Allocation
  • Banking
  • Mutual Funds
  • Recruiting
  • Funding
  • Risk Management
  • Sales
  • Financial Advisory
  • Property & Casualty Insurance
  • High Net Worth Individuals
  • Business Planning

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