Roger D. Correa

About Roger D. Correa

I have worked for 23years in Corporate America, working for all 4 major Life Insurance Companies in the United States, Guardian Life Insurance for the first 6 1/2 years of my career with New York Life Insurance as the Senior Manager for the South Florida Branch for 7 1/2 years and with Axa Advisors, LLC, the American arm of Axa Equitable, the French Insurance company and the largest Insurance Company in the world, serving as the Vice President for the South Florida Operations for the remaining 3 1/2 years, lastly i have joined LIncoln Financial Group in February of 2018 for the past 6 years. I have devoted all of my 23 years of experience in 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 productos 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.com

Experience

1. Managing Wealth Partner

   Alpha Omega Wealth Partners

   May 2022 — Present

   I was hired by Alpha & Omega Wealth Partners, LLC as Managing Wealth Partner to expand our operation in South Florida and Florida areas. Trainning and developing new agents into the business is my main role in this position. Expand our distribution of Lincoln products into the Brazilian commuities living mainly in Florida is my main goal as we see opportunites to match our expertises and the expansion of the community as well. I am also very active in developing the international foreign markets for Lincoln Financial Group. Alpha & Omega Wealth Partners have been working alongside with me since i joined them in February of 2018. In May of 2021 they made me an offer to join forces as a Managing Wealh Partner to help our firm expand our visibility and opportunity into the latin markets of Florida, which proudly i accepted the offer. I bring to the table over 20 years of experience in the Insurance business.Lincoln Financial Group is a 118 year old insurance company founded in 1.905. with over 320 Billion dollars in total admitted assets. An Icon in the industry.

Education

• Anglo Latino

  High School

• Pontifícia Universidade Católica de São Paulo

  Bachelor, Economics

  1991 — 1995