Frank Seneco is founder and president of Seneco & Associates Inc., an advanced planning boutique in New Haven, Conn., catering primarily to the exceptionally wealthy. In the following interview, Seneco talks about what it takes to deliver life insurance solutions to the very wealthy, including what’s required in terms of state-of-the-art technology and building a business model that meets clients’ needs.
Frank Seneco is co-author of MAXIMIZING PERSONAL WEALTH: AN ADVANCED PLANNING PRIMER FOR SUCCESSFUL BUSINESS OWNERS
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