Let Westland’s talented group of experienced insurance professionals be your partner in the advanced planning world of life insurance or to provide added assistance with your large cases. With over a combined 125 years of insurance experience, the Westland Advanced Markets (WAM) team is at your service. Our team can be utilized behind the scenes, work side by side as your expert or take a more active role where a shared arrangement is appropriate. We also work with many “Fee based” Registered Investment Advisors as an extension of their Advisory Services accepting referrals. No matter what, you and your practice will always be the focus. We’re just a phone call or email away.
● Estate Planning ● Buy –Sell Funding ● Executive Compensation ● Premium Financing Life Insurance ● Business Planning ● Charitable Giving
Gene Pastula, CFP® -President and Founder of Westland Financial A leading figure in the life insurance industry, Gene has over forty years of experience helping agents maximize their potential. Gene has authored many articles on various industry ideas and is an in- demand consultant to broker-dealers, accounting professionals and attorneys on wealth transfer solutions. He was the innovator of MoneyGuard® and the Linked benefit concept.
Richard Finkelstein, MBA, LUTCF, Founder – Life Insurance Dynamics Twenty years of experience in the financial services industry. Rich began his career at Met Life as both a producer and sales manager, developing expertise in both the business and estate planning market. He joined Financial Network (ING Financial Partners), a major broker dealer, as an Advanced Markets consultant. Rich then headed up the Advanced Markets Team for Partners Advantage prior to Westland.
Nancy Woo, – BA Business Economics – Westland Director of Life Marketing 15 years in the planning area supporting wealth managers with a strong background working with high net worth clients. FINRA Securities licensed Series 7, 66 and is a specialist in life & long term care.
David Doerr – Chartered Financial Consultant (ChFC) Over 30 years working extensively with businesses in the areas of insurance and retirement planning. This includes non-qualified executive compensation, defined benefit and other qualified retirement plan design. He is an expert in working with high net worth clients for estate planning with a keen focus on tax efficient strategies.
Ernie Simpson – Top of the Table, past member, MDRT, 15 year member MDALU
Ernie’s 35 years of insurance experience has led to his current role as an adviser and product specialist to both agents/financial planners along with his own client base. Ernie’s works almost exclusively in the Affluent Markets.