Here are video introductions for niche specialists that work with CPAs across the country in the areas of Investments, Insurance and Wealth Management. To see some additional descriptive information regarding each expert, click anywhere in the box of the video that is of interest. Or, to view the video, just click the appropriate "Play" button. If you like what one of these providers has to say, his or her contact information is included in the descriptive information.
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Lance Wallach, CLU, ChFC, CIMC talking about Insurance ; Friends of Sidd Kess; General Contractor; Sub-contractors; Al Clapp, MBA, CLU, with Financial Strategies and Services Corporation talking on Long-Term Care Insurance; Friends of Sidd Kess; General Contractor; Sub-contractors; Dr. Lee Slavutin, MD, CLU, with Stern Slavutin-2, Inc. talking about Life Insurance ; Friends of Sidd Kess; General Contractor; Sub-contractors; Gideon Rothchild, CPA, JD, with Moses & Singer LLP talking about Protection ; Friends of Sidd Kess; General Contractor; Sub-contractors; Martin Finn, CPA, JD, with Lavelle & Finn LLP talking about Disabled Siblings ; Friends of Sidd Kess; General Contractor; Sub-contractors; Roy Holley with WealthNet Partners taking about Wealth Management ; Friends of Sidd Kess; General Contractor; Sub-contractors; Barbara Raasch CPA talking about Investment Planning ; Friends of Sidd Kess; General Contractor; Sub-contractors; Blanche L. Christerson, JD, LLM, with MD Deutsche Bank talking about Wealth Management ; Friends of Sidd Kess; General Contractor; Sub-contractors; Consider this group of experts as potential resources to bring necessary skills to help your clients when you are acting in the role of your clients' General Contractor in the areas of Investments, Insurance and Wealth Management
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