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Konten disediakan oleh Dr. Elaina George, Elaina George, and M.D.. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dr. Elaina George, Elaina George, and M.D. atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Financial Freedom Through Insurance Products

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Konten disediakan oleh Dr. Elaina George, Elaina George, and M.D.. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dr. Elaina George, Elaina George, and M.D. atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Mr. Scott Wertz, the president of Rocky Mountain Financial Settlements, a life settlement brokerage firm joins Dr. George to discuss a novel way to achieve both health and financial freedom by leveraging various insurance products.

He has been blessed to grow and develop in financial services for more than 30 years. He began as an intern with the insurance firm Primerica in 1992. After graduating from the University of Utah in Economics, He then worked for Fidelity Investments and later for Mutual of New York, Axa Advisors, Morgan Stanley and Wells Fargo. He helps customers with planning and goal setting for their savings, insurance and loan needs.

He has spent over 15 years helping financial and other professionals by training and supporting their clients’ needs in life insurance, long term care, disability and health insurance. After creating it 17 years ago, he has been running the insurance brokerage firm Rocky Mountain Financial Services, LLC.

[Rocky Mountain Settlements – Visit the Website][Scott Wertz – Connect on LinkedIn]

  continue reading

397 episode

Artwork
iconBagikan
 
Manage episode 367492071 series 1129346
Konten disediakan oleh Dr. Elaina George, Elaina George, and M.D.. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dr. Elaina George, Elaina George, and M.D. atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Mr. Scott Wertz, the president of Rocky Mountain Financial Settlements, a life settlement brokerage firm joins Dr. George to discuss a novel way to achieve both health and financial freedom by leveraging various insurance products.

He has been blessed to grow and develop in financial services for more than 30 years. He began as an intern with the insurance firm Primerica in 1992. After graduating from the University of Utah in Economics, He then worked for Fidelity Investments and later for Mutual of New York, Axa Advisors, Morgan Stanley and Wells Fargo. He helps customers with planning and goal setting for their savings, insurance and loan needs.

He has spent over 15 years helping financial and other professionals by training and supporting their clients’ needs in life insurance, long term care, disability and health insurance. After creating it 17 years ago, he has been running the insurance brokerage firm Rocky Mountain Financial Services, LLC.

[Rocky Mountain Settlements – Visit the Website][Scott Wertz – Connect on LinkedIn]

  continue reading

397 episode

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