Open to opportunities

Nolan Ginsberg

@nolanginsberg

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Fiduciary-focused insurance and financial planning specialist.

United States

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What I'm looking for

I seek a fiduciary-focused role where I can design advanced insurance and tax-diversification strategies, collaborate with advisors, and deliver measurable client outcomes.

I am a fiduciary-minded financial planning specialist with deep expertise in variable universal life (VUL), indexed universal life (IUL), and long-term care (LTC) strategies, backed by extensive carrier software knowledge and robust planning-model development. I have designed and implemented fiduciary models for VUL and LTC presentations, consistently servicing clients and coordinating with advisors to execute insurance actions.

With a decade-plus of hands-on insurance advisory experience, I have designed, presented, and placed significant annual production while managing underwriting, placement, loan access, and claims processes. I hold a BBA (Magna Cum Laude) and multiple securities and insurance licenses, and I bring practical client-facing skills and a results-oriented approach to advanced tax diversification and estate planning solutions.

Experience

Work history, roles, and key accomplishments

Current

Financial Planning Specialist

Current

Heritage Wealth Advisors

Sep 2023 - Present (2 years 6 months)

Built fiduciary VUL and Long Term Care models for client presentations, delivered client servicing and coordinated insurance actions with partner AUM-advisors to support tax-diversification strategies.

VUL Financial Planning

Insurance Expert - Financial Advisor

The Oak Financial Group

Sep 2013 - Mar 2023 (9 years 6 months)

Designed and placed ~$350,000 target GDC annually across solutions including SVUL, Min Non-MEC accumulation, LTC hybrids, key-person and buy-sell plans; managed presentations, underwriting, placement, loan access, and claims.

VUL Estate Planning Underwriting Client Servicing GDC Targeting