06/22/2011 // New York, New York, USA // [email protected] // Michael Frieda & Jill Sanders collaborated on this story
Private Client Insurance Designers (PCID) made its début at the Private Client Services, LLC* Advisors’ Conference last week, June 15 – 17 2011, featured at the Marriott downtown convention center in Louisville, Kentucky.
Judging from the overwhelmingly positive response from attendees interviewed at the conference, Private Client Services can claim the event to be a huge Success!
Advisors attending meetings agreed that the conference was both educational and inspirationally rewarding.
Collaborating with guest speakers from both John Hancock and MetLife companies, Private Client Insurance Designers (PCID) proprietors, Michael Frieda & Fredda Elzweig, briefed advisors on important industry trends and demonstrated that, together, the combined resources and talent offered on their shared platform presented advisers and their clients with some of the most unique Wealth Transfer Solutions and Wealth Building Strategies available in the financial services community today.
Private Client Insurance Designers (PCID) is “the planners’ choice” for advisors whose needs go beyond the ordinary in case design and the placement of their life insurance sales. Their expertise and experience make them much sought after by independent advisors and insurance professionals around the country.
Many accountants, attorneys, and bankers call on Private Client Insurance Designers (PCID) for advice on behalf of their clients, in addition to engaging the company to help them manage their own affairs.
Private Client Insurance Designs (PCID) www.pcidusa.com is a Crystal Wealth Management, Inc. company www.CrystalWealthUS.com and a proud member of the U.S. Planning Group (NY) family of companies www.uspny.com located at 450 Seventh Avenue, #2600 New York, NY 10123.
Call Toll Free 1-888-747-4402 or Direct 212-660-7401 to find out more.
*Securities and Advisory Services offered through Private Client Services, LLC. Member FINRA, SIPC and a Registered Investment Adviser. Private Client Services, LLC and U.S. Planning Group – A New York Corporation are unaffiliated entities.
Background
U.S. Planning Group (NY) is an Independent Financial Planning and Wealth Management company. Free of the pressures and limits of offering only a select set of product choices. We offer clients sound financial advice with the opportunity to choose from a wide range of products from vast array of product manufacturers and financial institutions.
Through one point of contact we can assist clients through life’s transitions with an in depth integrated financial plan just right for their needs.
We’re in the business of caring about clients, their families, and businesses. No matter what the situation, financial success requires careful planning and professional guidance. We pride ourselves in taking clients, their families, and their businesses through the major milestones in life by building, preserving, and endowing wealth, one client at a time.
Many accountants, attorneys, and bankers call on us for advice on behalf of their clients, in addition to engaging us to help them manage their own affairs.
We are ready to assist clients in overcoming the challenges of life and business. And ready to simplify the complexity of navigating the complex financial problems associated with taxes, retirement, illness, or death.
Visit us @ www.uspny.com or call 1-888-747-4402 to speak to one of our Financial Advisors to find out how.
Private Client Insurance Designers (PCID)
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