Met with: Alisa Guetzkow We discussed the economy, utilities and international exposure. Attendees: Dan Romero & Greg Tobey Location: Kind’s Fish House Time: 1:15pm Estimated Cost:...
Met with: Brian Rotter We discussed the fixed income market, the economy and touched based on some of their products. Attendees: Dan Romero & Greg Tobey Location: Sushi @ Sushi Time: 1:15pm Estimated Cost:...
Met with: Dennis J. Meade Jr. and Sean Scanlon We discussed RILA concepts, the economy, and the political climate. We walked thru various products currently offered including living benefits. Attendees: Dan Romero & Greg Tobey Location: Reunion Kitchen &...
Met with: Liz (Elizabeth) Brown, CPFA® AIF ® We discussed their 401k platforms. She focuses on $1m to $50m. Pricing has become much more reasonable at Fidelity. Clients have access to NetBenefits. Discussed access to ZoomInfo for marketing. Outlined Fidelity...
Met with: Steph M. Laflamme (Regional VP) We discussed the private equity market and how it contrasts with public equity. The premise is PE can provide lower volatility with a low correlation to the broader economy. Attendees: Dan Romero & Greg Tobey Location:...
