Managing finances accurately is a
big responsibility that few people can take charge of efficiently. It not only
requires knowledge, skill, and experience but also the intuitiveness to be able
to understand the market and invest in the ideal financial products that can
yield maximum benefits. That is why only a few adroit finance professionals
have been able to achieve significant success in this industry.
Fred M Orentlich is a
distinguished name among those financial advisers who have made it big in this
industry. Having an extensive experience of over 30 years in the insurance and
finance world, he has established himself as a savvy insurance-financial
consultant with great potentials. With his outstanding knowledge and remarkable
talent, he has proved his mettle time and again in these fields.
He is an expert in marketing,
transacting and consulting on various services, such as Annuities which include
Equity Indexed Annuities, Fixed Annuities, and Multi-Year Guaranteed Annuities.
He is also proficient in insurance solutions like Life Insurance, Long Term
Care Insurance, Disability Insurance, Modified Endowment Contracts, Medical
Supplements, and Health Insurance.
Fred M Orentlich is
currently licensed to provide his expert services in over 10 states and till
date, he has attended thousands of clients on a personal level. He has also
founded an Insurance Selection Agency named Senior Financial Services, Inc.,
where he is serving as president. Through his agency, he has catered to several
thousand more clients who were obtained via the people working for his firm.
His company constitutes several
financial and legal professionals who combine their services to work as a team.
Fred, along with his team of experts, aims to offer the clients the most
current and advanced products, services, and appropriate strategies to manage
their finances. Some of the eminent financiers who work in conjunction with his
company are seasoned attorneys specializing in Estate Planning and taxation,
C.P.A.’s, C.F.P.’s L.U.T.C.’s.
His primary area of focus is
advanced financial matters such as asset growth and protection. He is
proficient in providing outstanding financial services like offering tax-free
retirement plans, nursing home funding, college funding plans, etc. He also
advises on determining the best ways of protecting family assets and income,
maximizing the estate as well as retirement benefits without the stock market
risks, etc.
Banking on the experience and knowledge
he has gathered over his years of service as an insurance-financial
professional, Fred has mentored and trained over 100 financial advisors in his
areas of expertise. He is also the proud recipient of multiple awards from many
insurance and financial service companies and special recognition by the State
of Massachusetts for his compassionate treatment of employees, including
employing disabled persons.
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