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10-Minute Mondays: Tax Season Planning Idea – Supplemental Income
February 20, 2024 @ 2:00 pm - 2:15 pm
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Overview
Title: 10-Minute Mondays: Tax Season Planning Idea – Supplemental Income
Date: Tuesday, February 20, 2024
Time: 2:00 PM Eastern Standard Time
Duration: 15 minutes
Summary
Webinar Information:
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Speaker for the webinar
Vicente Pina, MBA, AEP, CLU®, ChFC®, FLMI, LLIF
Director, Advanced Planning
Prudential Financial, Inc.
Vicente Pina, AEP, CLU, ChFC, FLMI, LLIF, serves as Director in Prudential Financial’s Individual Life Insurance Advanced Markets team. Vicente has nearly thirty years of experience in the financial services industry. He has worked predominately in the development, distribution, and support of life insurance products. Vicente’s primary focus at Prudential is Life Insurance Planning for the Ultra Affluent, Strategies for High Net Worth and Foreign National Clients, and Advanced Case Design.
Prior to joining Prudential, Vicente was Director of Member Firm Development for M Financial Group, the largest independent distributor of life insurance in the United States. He previously worked in New York City for TIAA-CREF and AXA, where he was responsible for product development, support, and marketing. Vicente previously worked for LIMRA, where he was Director of Latin America and Director of Development for Asia/Pacific. He started his career with Prudential in 1989. Vicente graduated from Bryant University in 1988 and from the Babson College/LIMRA Executive Education program in 2002. He is a Chartered Financial Consultant, Chartered Financial Consultant, Accredited Estate Planner, LIMRA Leadership Institute Fellow and a Fellow of the Life Management Institute. Vicente and his family reside in the Portland, Oregon area.
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