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Gregg Kaufman, CFP®,CLU

Gregg Kaufman, CFP®,CLU

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Personal Information
Organization / Workplace
Greater Los Angeles Area United States
Occupation
Director of Brokerage Development
Industry
Finance / Banking / Insurance
About
Helping advisors design and deliver the right insurance solutions. For the last 16 years I’ve been helping advisors and agents do more for their clients, by providing insightful solutions for all their life insurance needs. I’ve been very fortunate to have worked under several of the sharpest mentors and agency managers in the Los Angeles BGA community. If you are looking for creative approaches to all things related to life insurance – whether it be product illustrations or more skilled underwriting (with plenty of carrier-clout), then please connect with me. I look forward to discussing your practice, your clients’ needs and determining if there is a mutual fit. LIFE INS...
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Presentations

(2)

AJG-Infographic-2014

10 years ago • 199 Views

Coursera marketing 2015 PENN

10 years ago • 132 Views
Personal Information
Organization / Workplace
Greater Los Angeles Area United States
Occupation
Director of Brokerage Development
Industry
Finance / Banking / Insurance
About
Helping advisors design and deliver the right insurance solutions. For the last 16 years I’ve been helping advisors and agents do more for their clients, by providing insightful solutions for all their life insurance needs. I’ve been very fortunate to have worked under several of the sharpest mentors and agency managers in the Los Angeles BGA community. If you are looking for creative approaches to all things related to life insurance – whether it be product illustrations or more skilled underwriting (with plenty of carrier-clout), then please connect with me. I look forward to discussing your practice, your clients’ needs and determining if there is a mutual fit. LIFE INS...

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