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Josh Farmer

Millennium Settlements / Avitas
Life, Disability & Annuity Insurance

Contact Information:

402 W. Broadway # 1220
San Diego, CA 92101
United States
T: 800-573-8853
F: 858-481-1242
http://www.millenniumsettlements.com/

Years in Business:

 

15

Clients I'm Seeking:

 

Successful Financial Advisors and Trial Attorneys, interested in educating their clients on how to receive assets/awards in the most tax efficient manner possible in a product unbiased environment. We assist plaintiffs with comprehensive settlement consulting services to improve the post-settlement quality of life. I help Financial Advisors to expand their practices in the settlement consulting arena by implementing effective, creative, revenue-generating, cross-selling sales strategies. I assist Trial attorneys that practice in the following areas: Personal Injury, Wrongful Death, Medical Malpractice, Workers’ Compensation, Sexual Harassment, Divorce, Employment, and Celebrity Endorsements.

About My Business:

 

Over the past two decades of consultative sales and account management experience, I have learned to cultivate excellent long-term relationships with clients by maintaining ongoing communication and facilitating solutions to address their individualist and specific concerns. My current role as a Regioanl for Avitas, I currently assist financial advisors in expanding their practices in the settlement consulting arena by implementing effective, creative, revenue-generating, cross-selling sales strategies. I am responsible for a 10 state territory, working with advisors from multiple broker dealers and RIA firms including; LPL, Morgan Stanley, Wells Fargo Advisors, Ameriprise, BGA Insurance, Money Concepts, United, Sea Crest, Capital Synergy Partners, Financial West, & Crump. I continuously motivate select financial advisors, attorneys, law firms and their employees, with dynamic and enjoyable training exercises in approach ideas, consultative-sales techniques and product knowledge. I frequently give informative, professional presentations to advisors, general agencies, law firms, business owners and C-Level executives and have been an approved CLE presenter for the state of California, Arizona and Nevada. I am a dynamic team leader; able to bring energy, enthusiasm and humor to motivate team members, achieve maximum potential and meet objectives. As proud father of three boys and husband to my beautiful wife, I accept life's daily challenges head-on with tenacity and perseverance.

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