Paul Neri

Brokerage Manager
  • @neripa
  • Member Since:
  • Last: active 3 years, 3 months ago

Basic Information

About Me

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

Professional Information


Brookfield Insurance Partners


Brokerage Manager


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.


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


School Name

The University of Connecticut School of Business


BS, Finance

Time Period

1978 – 1980