David West, Partner at The Fortis Agency, has been in the financial services industry for over 10 years and specializes in helping physicians, executives, and business owners protect and grow
Event Details
David West, Partner at The Fortis Agency, has been in the financial services industry for over 10 years and specializes in helping physicians, executives, and business owners protect and grow their wealth.
David will discuss his success with a unique strategy of taking equity-defined benefits plans, rolling the effective tax savings into an after-tax IUL, and sharing a side-by-side spend down of taxable vs. non-taxable.
