Business Succession Planning - Protecing the family legacy using life insurance

Date: Wednesday, November 8, 2017
Time: 5:00pm - 8:00pm
Location: Chuckanut Manor
Speaker: Vinente Pina, AEP, CLU, ChFC

Business Succession Planning - Protecing the family legacy using life insurance

Vicente Pina, AEP, CLU, ChFC, FLMI, LLIF, serves as Director in Prudential Financial’s Individual Life Insurance Advanced Markets team. Vicente has nearly thirty years of experience in the financial services industry. He has worked predominately in the development, distribution, and support of life insurance products. Vicente’s primary focus at Prudential is Life Insurance Planning for the Ultra Affluent, Strategies for High Net Worth and Foreign National Clients, and Advanced Case Design.
Prior to joining Prudential, Vicente was Director of Member Firm Development for M Financial Group, the largest independent distributor of life insurance in the country. He previously worked at AXA, where he was responsible for life insurance product development and product support, and LIMRA, where he was Director of Latin America and Director of Development for Asia/Pacific. He started his career with Prudential, receiving the “Gold Record” as a first-year advisor. Vicente holds a B.S. in Business Administration from Bryant University. Vicente and his family reside in the Portland, Oregon area.

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