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President – LifeRep Inc.
By Phone:
(386) 259-9005 (Office)
(386) 216-5130 (Cell)
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180 Magnolia Woods Court
Unit 19C
Deltona FL 32725
Our mission…
We help financial professionals understand every opportunity available to them to help ensure they are with the right firm, and making the most of their unique abilities.
We help insurance buying customers meet several insurance professionals in their area, so they can find the one that best suits their individual needs.
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Recent Posts
Financial Advisor Success
- Ep 411: Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk Approach with Larry Kriesmer November 12, 2024Larry Kriesmer is the Chairman of Measured Risk Portfolios, an RIA based out of San Diego that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor clients. What's unique about Larry, though, is how he is able to get clients comfortable with taking equity market risk […]Michael Kitces
- Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over ‘Just’ Meetings with Emily Biehler November 5, 2024Emily Biehler is the co-founder of TrailWise Financial Partners, an RIA based out of Colorado that oversees approximately $80 million in assets under management for 200 client households. What's unique about Emily, though, is how her firm ensures every client can be served profitably through a combination of a complexity-based minimum fee arrangement, coupleed with […]Michael Kitces
Investopedia
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NY Times Economix
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- Flashback: Your Weekly History Quiz, Nov. 9, 2024 November 16, 2024Can you sort 8 historical events?
CNBC
- Tuesday's big stock stories: What’s likely to move the market in the next trading session November 18, 2024
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