Eric offers an outstanding record of performance surpassing targeted initiatives year after year in advanced leveraged planning, business succession planning, estate planning and optimized life insurance planning for retirement. He has blazed a path of excellence from day one and has never wavered. Eric’s personal passion is in helping people understand how premium financing works and why, coupled with the best insurance products from preeminent life insurance carriers, it is the superior strategy for high net worth individuals, businesses and professionals, bar none.
His specialty is creating value for families and corporations alike and is highly regarded for his work in structuring innovative plan designs to meet today's protection and retirement requirements but always looking to what lies ahead for his clients' financial goals.
Educational Background and Personal Achievements:
Eric originally hails from Jerusalem, Israel and served in the IDF as a paratrooper. He earned his degree in Finance from Nova Southeastern University. Recipient of the 2012, 2013, 2014 & 2015 Leadership Award for Nationwide Life Premium*.
*This award is not issued or endorsed by Guardian or its subsidiaries.
Financial Representative of Guardian