Larry works with clients and advisors to implement insurance-based strategies for estate, business and personal planning situations. He has spent 30 years in the insurance and financial services industry, earning his Chartered Life Underwriter (CLU) and Accredited Estate Planner (AEP) designations. He is currently the Director of Advanced Marketing with Heirmark, and he has been within the M Financial Group Community for over 10 years.
Larry has been a Wealth Management Consultant and Regional Sales Director for a major life insurance company while also serving on the product development and underwriting committees.
He has authored and instructed courses for the Ohio Department of Insurance and Accountancy Board of Ohio. Larry is currently an active member of the Estate Planning Council of Cleveland and the National Association of Estate Planners and Councils, and he is a board member of the Jewish Family Service Association.
Larry has been a guest lecturer for industry events including the Estate Planning Council of Cleveland, the Jewish Federation of Cleveland, and the Cleveland/Akron Society of Financial Service Professionals. Larry is a graduate Magna Cum Laude of Cleveland State University with a Bachelor’s degree in Accounting.
7005 South Edgerton Road, Suite 101
Cleveland, OH 44141
Phone: 440.630.9400 Fax: 440.630.9401