Roger Correa

Managing Wealth Partner at Alpha & Omega Wealth Partnes, LLC

Role
Managing Wealth Partner at Alpha Omega Wealth Partners
Location
Fort Lauderdale, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Roger Correa

I have worked for 23years in Corporate America, working for all 4 major Life Insurance…

Experience

  1. Managing Wealth Partner

    Alpha Omega Wealth Partners

    Feb 2018 — Present · Raleigh, NC, US

    I have devoted all of my 23 years of experience to the Insurance Industry. My commitment is to expand on helping my Brazilian community in the areas of Sophisticated Insurance opportunities, Sucession Planning and Legacy Planning.\"How do the American People do Plan for future generations?\". The understanding of simple concepts such as \"Dynasty Trust\" as a phenomenal tool for that can explain the gigantic difference between how Brazilians plan their future and the future of generations and how Americans do. I explain all of that in the videos posted on my webiste. In Febuary of 2018 I joined Alpha & Omega Wealth Partnes, LLC as an agent to distruibute the products for Lincoln Financial Group, one of the icons in the insurance business with 118 years of existence. LFG is 320 Billion dollar total admitted assets company. In May of 2021 my peers invited me to take the position as Weath Mananging Partner to expand our exposure in South Florida. Hiring and developing new agents into the busiess has been my main role here. I hope to have an opportunity to share some of the amazing concepts I\'ve learned throughout my Years in Business. Roger Correa, LUTCFManaging Wealth Partner at Alpha & Omega wealth Partners, LLC r••••@rogercorrea.comhttps://rogercorrea.com.br

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Roger Correa — Managing Wealth Partner at Alpha Omega Wealth Partners in Fort Lauderdale, FL, US | Unifers