Eric Bubash

-My focus is driving insurance premiums with BMO advisors and the BMO private bank.

-I work with clients and advisors on the following topics: Long Term Care, Wealth Transfer and Estate/Tax planning.

- My role includes taking applications, case management, insurance product, carrier differences and advanced market sales (ILIT/SLAT).

• - Aid Prudential advisors with point of sale support, sales ideas, and complex case design with a focus on Variable Universal Life
• - Work with Pru advisors in large group meetings or on an individual basis to help drive life sales
• - Supported Fifth Third, Cetera and BMO Harris banks
• Target audience: Insurance Specialists, Investment Executives and Branch Managers

• - I work with advisors and their clients to discuss wealth transfer using tax preferred strategies
• - Worked with advisors at the following firms PNC bank, Morgan Stanley and Charles Schwab

• - Wholesaler for Allstate Agency Distribution Channel
• Target audience: Allstate Agents, Exclusive Financial Specialists (EFS), as well as Field Sales Leaders
• - Responsible for training new EFS’s on all VUL, UL, term products and the Allstate sales process

• - Promoted and sold financial products and services to consumers including mutual funds, life insurance and annuities
• - Managed portfolio, serviced relationship, and cross-sold financial products to acquire100% of the client’s business