|
Alex Glushanok joined the Wealth Financial Group in
September of 2002 in order to take advantage of its
superior infrastructure enabling him access to some of
the leading professionals in the fields of estate
conservation, business insurance, employee benefits,
pension plans, and investment products. Prior to joining
WFG, Alex was a leading producer at Staten Island
Financial where he achieved numerous company and
industry qualifications in 11 years of service. He has
successfully completed the Series 6 and 7 and 63
examinations. Alex is licensed to offer life, health and
disability income insurance, and fixed annuity products
in AZ, CA, CT, FL, WI, MA, MD, NJ, NY, PA and TX.
Alex received his Master of Business Administration degree with a
Finance major from New York University in 1992. He has
taken numerous training courses throughout his career
with emphasis on estate analysis, investments, and
advanced concepts in insurance for small and medium size
businesses. Over the years, he has built relationships
with other advisors (Accountants, Attorneys, and Pension
Actuaries) enabling him to offer a team approach to help
his high net worth clients achieve their goals. Business
owners and professionals, including many physicians and
dentists, also make up a significant part of Alex’s
clientele. He helps these clients establish Key Person
and Split Dollar insurance plans, group and individual
Disability income insurance, employee benefit programs,
and pension plans and funding Buy-Sell Agreements. He
has been appointed to provide guidance on insurance
matters to the members of the Russian American Dental
Association and Russian American Medical Association.
Alex has experience in international aspects of taxation and
insurance, having worked with a number of international
clients. He understands their special needs and
circumstances and has established excellent contacts
with senior underwriters from some leading carriers.
This enables him to successfully offer coverage for
foreign nationals in the U.S. and U.S. citizens who
travel internationally in accordance with applicable
regulations.
Alex and his staff are very proud of the high level of
service they provide. Their clients know that they
always have access to the service they need and that
their concerns will be handled responsively.
Some health insurance products offered by unaffiliated
insurers through the Enterprise General Insurance Agency
Inc., (EGA) 300 Davidson Avenue Somerset, NJ
08873-4175. Metropolitan Life Insurance Company (MLIC),
New York, NY 10166. Securities products offered by
MetLife Securities, Inc. (MSI) (member FINRA/SIPC), New
York, NY 10166. MLIC, MSI and the EGA are affiliates.
L07071206[exp0808][AZ,CA,CT,FL,MA,MD,NJ,NY,PA,TX,WI] |
