(PRWEB) April 28, 2005
Jayne helps independent advisors develop and place cases through point-of-sale assistance in all facets of the planning cycle, including liaison with our in-house team of case design experts, tax attorney, investment advisor, underwriting department and product specialists.
When the advisorÂs objectivity, precision in choice, and clarity of thinking become clear to a client, opportunities become visible and decisions are made. In addition to focusing on business owners, Jayne has begun an effort with Wealth Preservation Resources to provide asset protection for physicians at both their individual and practice levels.
At the personal level, Wealth Preservation Resources suggests strategies to transfer assets to a protected or exempted class when they are exposed to potential creditors. At the practice level, programs are presented to protect accounts receivables and convert this non-performing asset to a class of assets that will generate a positive arbitrage. Advisors with physician clients may want to offer this type service, which they now have access to through Capitas Financial.
Advisors who might want to expand their services to keep up with their evolving clientele may want help getting started with something they have never done, such as a 419 plan or long term care. Jayne leads them through the planning process and helps them make the sale, to any degree of involvement the advisor chooses.
Jayne Alford-Melchinger is no stranger to both classroom and on-the-job training. In financial services since 1979, Jayne immigrated to the United States from Canada in 2002 and became brokerage manager for John Hancock, quickly involving herself in the Tampa community and professional associations. This year Jayne was instrumental in developing, coordinating and producing the first annual Financial Professionals Educational Expo combining TAIFA, SFSP and FPA members in a one-day conference. This first in Tampa drew attention to the ground-breaking accomplishment from the parent organizations.
Capitas Financial is a national affiliation representing over 75 life insurance companies. http://www.capitasfinancial.com We are pleased to welcome Jayne Alford-Melchinger, CFPÂ (Canada), CLU, CHFC to our growing network of advanced professionals.
# # #