Sage Consulting and Wealth Preservation Continues to Expand with the Addition of Joseph Romak, MS, FLMI as Director of Underwriting
Summary
Saratoga Springs, NY, April 06, 2012 --( Prior to joining Sage, Joe pioneered company-wide reinsurance acceptance of capital transfer concepts at Professional Financial Services, LP.“Joe lends unparalleled insight as our Director of Underwriting and is a welcome addition to our team of professional insurance specialists,” says Sage Consulting and Wealth Preservation CEO Jason Kurchner, CFP®.Saratoga Springs, NY, April 06, 2012 --( PR.com )-- Sage Consulting and Wealth Preservation welcomes Joseph Romak, MS FLMI into the role of Director of Underwriting for its insurance division.Accompanying an established team of expert advisors, Joseph adds to Sage experience gleaned from thirty years as a risk selection professional while obtaining the beneficial underwriting class for life insurance clients.He is a fellow of the Life Office Management Institute, as well as past president of the Hartford/Springfield Underwriting Association.“Joe lends unparalleled insight as our Director of Underwriting and is a welcome addition to our team of professional insurance specialists,” says Sage Consulting and Wealth Preservation CEO Jason Kurchner, CFP®.Sage Consulting and Wealth Preservation is a professional team practice consisting of Attorneys, Certified Public Accountants, Insurance and Estate Planners.