Shabsai Shuchatowitz
- Role
- Founder & CEO at Evergreen Benefits Group
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Shabsai Shuchatowitz
Evergreen Benefits Group is an employee benefits consulting firm, providing expert…
Experience
Founder & CEO
Dec 2019 — Present
Education
Investools
Master, Investing
2007 — 2008
Aspen University
MBA, Finance
2010 — 2012
The American College of Financial Services
CFP - Certified Financial Planner, Financial Planning and Services
2014 — 2017
Investment Banking Institute
Investment Banking
2010 — 2010
Beth Medrash Govoha
Bachelor, Law
2006 — 2010
Skills
- Leadership
- Team Building
- Finance
- Strategic Planning
- Permanent Life Insurance
- Retirement Planning
- Retirement
- Grandchild Gifting
- Wealth Preservation Planning
- Buy-Sell Agreements
- Succession Planning
- Life Insurance Strategies
- Lifetime Income Strategies
- Business Succession Planning
- Financial Services
- Life Insurance
- Estate Planning
- Licensed in Long Term Care Insurance
- Employee Benefits
- Networking
- Small Business
- Multi-Tasking Skills
- 401(K) Rollovers
- Asset Protection
- Marketing
- Customer Service
- Investments
- Business Insurance Planning
- Term Life Insurance
- Public Speaking
- Insurance
- Customer Relations
- Personal Finance
- Risk Management
- Customer Satisfaction
- Sales
- Ira Rollovers
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