May 14 2021
WATCH 00:59:35
By David C. Blake, Pamela J. Sams, CRPC, Nickolas Adam Cassis, BSc, CFP
Topics Covered
Featured
David C. Blake is the founder of an independent insurance organization that designs, introduces and administers portable “guaranteed issue” disability insurance offerings for more than 30,000 health care professionals across the U.S. The ability to secure and support this number of insureds has been achieved by developing a team-based approach that is built around the specialization of functions similar to the production line of a manufacturing company.
Pamela J. Sams, CRPC, is a two-year MDRT member who has been helping women improve their personal and financial wealth through solid financial life planning for 19 years. Sams’ education and training enable her to help clients successfully navigate through the myriad financial decisions they face during their lives. She focuses on helping her clients meet their financial needs and help them work to achieve financial security and greater retirement readiness.
By Alessandro M. Forte, DipPFS, CSP, Renee Hanson, CFP, CDFA
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By Nicole Goleña Leonor
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By Melinda Woo
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