Personal Biography


Tax, Retirement & Estate Planning Services Team


Tax, Retirement & Estate Planning Services Team


Tax Retirement & Estate planning Services (TREPS) is a team of accountants, lawyers, and other specialists skilled in proactively identifying opportunities for advisors and clients within the changing regulatory and market environments. With extensive knowledge and experience in tax and legal matters related to investments and insurance, the TREPS team provides case-level advisor support while working with our sales teams on tax, estate planning, wealth accumulation, retirement planning, creditor protection, beneficiary, and ownership solutions for investment and insurance products

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