• Senior Consultant ( Nqdc

    Ascensus (Newton, MA)
    …and partner, Newport is independent, experienced, and responsive. Manages nonqualified and COLI case work and workflow of assigned cases and ensures that the ... and consults on nonqualified plan design, including Corporate Owned Life Insurance ( COLI ) and Insurance Owned Life Insurance (ICOLI) + Conducts presentations on all… more
    Ascensus (11/22/24)
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