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PROFESSIONAL HISTORY
Greg began his career as a claims agent working with two national railroads.
While working as a Northwestern Mutual Life agent, he was recruited to work for
Safeco Life Insurance as the National Structured Settlement Manager. He is
presently the founder of Legacy Settlement Services which serves the Pacific
Northwest.
BUSINESS OBJECTIVE
Greg has over 20 years experience working with people who have sustained
injuries and knows that a successful settlement may require addressing multiple
needs. His belief is that achieving the best use of a client’s settlement may
require addressing not only money management, but also behavioral management
issues. His objective is to identify and utilize the right products and
services to meet the client’s need for safety, preservation of settlement funds,
rate of return and taxability.
EDUCATION
B.A.: Brigham Young University
Certified Structured Settlement Consultant: Notre Dame
Member of the National Structured Settlement Trade Association
Life, Health & Disability Licensed in multiple states
NASD securities licenses: Series 6, 63 |
