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Financial Freedom Through Insurance Products

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Manage episode 367492071 series 1129346
Conteúdo fornecido por Dr. Elaina George, Elaina George, and M.D.. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Dr. Elaina George, Elaina George, and M.D. ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.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]

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397 episódios

Artwork
iconCompartilhar
 
Manage episode 367492071 series 1129346
Conteúdo fornecido por Dr. Elaina George, Elaina George, and M.D.. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Dr. Elaina George, Elaina George, and M.D. ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.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 episódios

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