2023 Conference & AGM
Samuel Waxman, CLU, CFP, CHS, CEA
Life and Living Benefits Insurance, Waxman Planning
Samuel Waxman is a licensed Life Insurance and Living Benefits Advisor who has been in Financial Services since 2011. He holds the following designations: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and Certified Executor Advisor (CEA).
Samuel focuses on providing insurance and estate plans to recently graduated professionals, business owners and high earning professionals. His goal is to ensure that your insurance and estate plans will help protect you, your family and business despite any of life’s unforeseen obstacles. He does this by utilizing innovative and practical insurance and estate planning solutions.
Samuel believes in giving back to an industry that has been great to him. He is a member of multiple CALU committees and the Advocis Technology and Innovation committee. He enjoys working with like-minded individuals and industry thought leaders to help advance the industry to be more tech forward and progressive.
Speaking at the Conference
- Monday, May 8 @ 11:00 am – 12:00 pm ET
MythBusters: Living benefits is not that scary
- Monday, May 8 @ 12:00 pm – 1:40 pm ET
Technology Spotlight – Calendar booking software will boost your production