Professional
Brian Ephraim, with the help of a network of specialists, focuses on handling the financial needs of corporate executives and business owners, paying special attention to how each client's insurance and investment decisions impact their family's overall estate planning and wealth transfer objectives. Brian also works with corporations in a variety of areas including business continuation, the design and implementation of employee benefit plans, 401(k)/profit sharing plans and non-qualified retirement plans for key executives. Designations earned by Brian Ephraim:CFP
Certified Financial Planner - Received in September of 2001
The CFP designation is granted to financial professionals who meet requirements in the areas of education, examination, experience and ethics. Before qualifying for this designation, an individual must possess a certain level of experience in the industry and display an in-depth level of knowledge in the areas of investments, insurance, estate planning and retirement planning. CLU
Chartered Life Underwriter - Received in October of 1994 from The American College
The CLU designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For agents, field managers, home office personnel and others involved in providing life insurance products to the public, the CLU designation is the common bond for continuing growth and commitment to professionalism. ChFC
Chartered Financial Consultant - Received in August of 2001 from The American College
The ChFC program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients.
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