Join Life Happens on Thursday, August 27th at 2:00pm E for our "Life Insurance and Advisory Practices: Looking at a Risk-Based Approach for Those Who Manage Assets" Webinar as financial service professionalsErik Miller andLouis Ciliberti discuss looking at a risk-based approach for those who manage assets. They will also share how integrating life insurance into your practice makes sense for the client and yourself. We'll look at the current landscape, fintech available, strategies, and more. Submit questions ahead of time or during the special Q&A.
Erik Miller, CLU, has been in the insurance and financial services industry for the past 16 years. In his time in the industry he has helped advisors’ issue over $100m in annuity business and write over $15m in Life Insurance premium. Erik is currently the Head of Advisory Solutions for Thrivent Advisor Network, a Hybrid RIA platform with over $3b of AUM and 130 Advisors. He also serves as the secretary on the Life Happens Board of Directors.
Erik and his wife, Mary, celebrated 15 years of marriage this May and enjoy spending time with their three amazing children, Hannah–14, Tyson,–1, and Ryanne–5. In his spare time, enjoys watching his kids play hockey and when time permits he enjoys training and competing in Ironman races.
Louis Ciliberti, CLU, CFP, ChFC,foundedLouis C. Ciliberti and Associates, Ltd. in 1986. Louis focused initially on providing estate planning solutions to successful entrepreneurs, often taking advantage of seldom used areas of the IRS code. In addition to providing Estate Planning and Life Insurance Wealth Transfer solutions, Wealth Management and Employee Benefits services were added to address clients’ needs. Clients include select families including Forbes 400 individuals and both publicly-traded and closely- held companies. Louis holds licenses for Securities, Life & Health Insurance, and Property & Casualty Insurance.
Louis often presents his ideas on qualified plan design, wealth transfer, and sophisticated uses of life insurance in estate planning at seminars for attorneys and accountants. He is an active member of the Business Advisory Board for Sterling National Bank.
Louis resides in Westbury, New York, and has three children. Louis describes the time he spends with his family as “One of life’s greatest gifts!”