Paul Neri

Brokerage Manager
  • @neripa
  • Member Since:
  • Last: active 4 years, 1 month ago

Basic Information

First Name

Paul

Last Name

Neri

Phone

866-639-0443

Address

15 West Brookfield Road
Brookfield, MA 01506

About Me

Expert in design and implementation of succession strategies and key man life and disability insurance indemnification.

Professional Information

Company

Brookfield Insurance Partners

Title

Brokerage Manager

Summary

Life, Disability, Long Term Care brokerage services.

Insurance sales strategies for wire house FAs, RIA, Bank and Independents.

Point of sale services and advanced markets.

Specialties

Life / Disability / Long Term Care Insurance /
Financial Planning /
Safer Money Concepts /
Legacy Strategies /
Estate Planning Design and Succession Planning /
Insurance Design – Insurance Analysis and Large Case Underwriting /
Captive Insurance Planning / Charitable Planning

Time Period

2010-05 – Present

Education

School Name

The University of Connecticut School of Business

Major

BS, Finance

Time Period

1978 – 1980