Sage Consulting and Wealth Preservation continues to expand with the addition of Joseph Romak, MS, FLMI as Director of Underwriting
Sage Consulting and Wealth Preservation, located in Saratoga Springs N.Y., announces the addition of Joseph Romak to their team of financial advisors. Joseph adds to Sage experience gleaned from thirty years as a risk selection professional while obtaining the beneficial underwriting class for life insurance clients.
- (1888PressRelease) April 03, 2012 - Saratoga Springs, N.Y. - Sage Consulting and Wealth Preservation welcomes Joseph Romak, MS FLMI into the role of Director of Underwriting for its insurance division. Accompanying an established team of expert advisors, Joseph adds to Sage experience gleaned from thirty years as a risk selection professional while obtaining the beneficial underwriting class for life insurance clients. Joe creates financial and medical underwriting rationales that encourage carrier acceptance through underwriting manual policy and practice, testing thresholds and preferred class parameters in conjunction with actuarial pricing constraints.
Prior to joining Sage, Joe pioneered company-wide reinsurance acceptance of capital transfer concepts at Professional Financial Services, LP. In addition, he managed the new business process and advocated for clients by effectively positioning large-face amounts and difficult to issue complex medical cases. He is a fellow of the Life Office Management Institute, as well as past president of the Hartford/Springfield Underwriting Association.
"Joe lends unparalleled insight as our Director of Underwriting and is a welcome addition to our team of professional insurance specialists " says Sage Consulting and Wealth Preservation CEO Jason Kurchner, CFP®
Sage Consulting and Wealth Preservation is a professional team practice consisting of Attorneys, Certified Public Accountants, Insurance and Estate Planners. Affluent families and successful businesses engage Sage for consulting and risk management solutions that translate into million-dollar savings through strategic tax minimizations, asset protection, executive and corporate benefit solutions, proprietary insurance and reinsurance products, business succession and risk management. Sage is well-known nationally as the conservative creative firm that provides uncommon solutions.
Contact: Karen Wallingford, Director of Public Relations and Online Communications kwallingford ( @ ) sageplanning dot com 518-583-7243
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