Our Advisor Associate, Paige Richardson, serves as the main advisor support for our group. Highly experienced in all aspects of meeting preparation, Paige prepares supporting documents needed for client meetings and is also responsible for preparing and processing paperwork for the practice as well as appropriate flow and follow up of paperwork and documents for the practice. Paige maintains relationships with external insurance carriers providing the team with illustrations and proposals for new business as well as client service needs for in-force business.
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