Ladin Tax & Financial Group’s mission is to [STATE MISSION]. Our primary [TARGET AREA/FOCUS] is [STATE TARGET AREA/FOCUS/EXPERTISE]. [DESCRIBE SERVICES PROVIDED]. The description must include insurance along with asset management if appropriate for dually licensed individuals. It should be clear to consumers what services and products are provided.
[FINANCIAL PROFESSIONAL NAME] is a [TITLE] at Ladin Tax & Financial Group. [HE/SHE] has [NUMBER] years’ experience in the insurance and annuity industry and holds a [DEGREE] in [MAJOR] from [COLLEGE/UNIVERSITY NAME], as well as an MBA in [FIELD OF STUDY] from [GRADUATE UNIVERSITY].
[FINANCIAL PROFESSIONAL NAME] holds [LIST INSURANCE LICENSES IN STATES OF LICENSE – IF NATIONALLY LICENSED, USE “in all states”] and is a [LIST REGISTRATIONS/EXAMS PASSED] and has earned her/his [LIST INDUSTRY DESIGNATIONS].] [Mr./Mrs. [LAST NAME] was awarded the [LIST HONORS/AWARDS] and has been published or quoted in [LIST PUBLICATIONS]] (NOTE: Producers may use titles and designations that reflect their educational background and the licenses they may hold. The use of non-existent or self-conferred degrees or designations is prohibited by NAIC Model Regulation 278. Additionally, NAIC Model Regulation 280 states that insurance producers may not use “financial planner,” “financial advisors,” “investment advisors,” “financial consultant” or “financial counseling” in a way that implies they are engaged in any advisory business in which compensation is unrelated to sales, unless that is actually the case.)
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at Michael@ladinfinancialgroup.com or call us at (305) 444-4898 today!
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All written content on this site is for information purposes only. Ladin Tax & Financial Group nor its employees offer tax or legal advice. Opinions expressed herein are solely those of Ladin Tax & Financial Group and our staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Ladin Financial Group, a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through Ladin Consulting Group. Ladin Tax & Financial Group and Ladin Consulting Group are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted.