American Business
Zach Siegel, CFP has been working at American Business since June 2003 as the Vice President of Wealth Management. With prior experience at UBS Financial Services from January 2001 to May 2003 as a Financial Advisor, Zach provides personalized insurance design and estate planning services to affluent clients.
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American Business
Since 1967, accounting, investment, legal and risk management firms have counted on American Business for an array of best-in-class life insurance solutions: – Comprehensive life insurance solutions geared toward high-net-worth individuals – Educational resources, including timely and relevant articles/white papers – Case studies that demonstrate our ability to solve unique/demanding life insurance challenges – In-house education, including lunch-and-learns, seminars and retreat presentations – Updates on important tax, regulatory and insurance-related news and events – One-on-one consultations – Complimentary reviews of estate planning documents (e.g., wills, trusts, powers of attorney, buy-sell agreements) In serving as the highest quality resource to our strategic partners and their clients, we offer distinct advantages over other life insurance providers: – Absolute independence – we recommend the right products to accomplish specific client goals, and we’re committed to ensuring that all products we offer fit within the larger planning framework. – National coverage – Advanced in-house underwriting capabilities – 90% case placement rate – Educational resources to help you deepen your holistic value as trusted advisers to your clients – Proven experience and know-how – most American Business insurance professionals have more than 20 years of high-level industry experience