Michael attended New Jersey’s Raritan Valley College and Rutgers University and has been in the financial services industry for 18 years. He began his career as an annuity broker for Professional Planners Marketing Group. Over the years, through acquisitions, he worked for Allegiance Marketing Group and Gameplan Financial and used his experience to become VP of Annuity Sales, leading a team of Annuity Brokers and Account Management specialists, and growing his Annuity, Life and Retirement Services business year over year.
At Legend, Michael specializes in annuities and supports field agents by developing strategic case designs to meet clients’ goals. These are often complex financial presentations focused for client delivery. He is ALWAYS available for his agents and works with them as a trusted partner using his industry knowledge to provide the support and expertise needed to achieve 100% client satisfaction.
Michael enjoys working for Legend because it provides independent producers a platform, including a large array of insurance companies and countless years of experience and successes in the industry, that helps create the best solution for their clients.
Michael and 3 children enjoy the beach, parks, and other outdoor activities, and spend a lot of time at kids’ baseball games.
“My diverse industry experience and my passion for the financial services industry has given me not only better knowledge of the products and product implementation, but also insight on what agents need to get to the next level of production. By working together as a team, I help my agents meet and exceed their goals.
My approach to success is simple… generate revenue by building strong sustainable client relationships through sound business processes and flawless execution.”