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As Vice President of Advanced Markets, Michael Amoia works to implement advanced wealth transfer and business planning techniques that leverage the use of life insurance. With over 28 years of experience and a deep understanding of complex estate planning techniques, Mr. Amoia works closely with both our back-office life insurance case design and financial planning teams to create client deliverables that help illustrate how these techniques and strategies can maximize the ability for clients to efficiently transfer intergenerational wealth. Mr. Amoia is a frequent national speaker on various estate planning topics and an author of numerous industry articles. He is also a Chartered Life Underwriter\u00ae (CLU\u00ae), Chartered Financial Consultant\u00ae (ChFC\u00ae), Juris Doctor (JD) which he earned from University of Baltimore\u2019s School of Law, and holds a LL.M in Taxation and Certificate in Estate Planning from Georgetown University Law Center.<\/p>\n
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Member FINRA\/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n<\/span>","protected":false},"excerpt":{"rendered":" Michael Amoia, JD, LLM (TAX), CLU\u00ae, ChFC\u00ae VICE PRESIDENT, ADVANCED MARKETS As Vice President of Advanced Markets, Michael Amoia works to implement advanced wealth transfer and business planning techniques that leverage the use of life insurance. With over 28 years of experience and a deep understanding of complex estate planning techniques, Mr. Amoia works closely with both our back-office life insurance case design and financial planning teams to create client deliverables that help illustrate how these techniques and strategies can maximize the ability for clients to efficiently transfer intergenerational wealth. Mr. Amoia is a frequent national speaker on various estate planning topics and an author of numerous industry articles. He is also a Chartered Life Underwriter\u00ae (CLU\u00ae), Chartered Financial Consultant\u00ae (ChFC\u00ae), Juris Doctor (JD) which he earned from University of Baltimore\u2019s School of Law, and holds a LL.M in Taxation and Certificate in Estate Planning from Georgetown University Law Center. MENU OUR STORYSERVICES MEMBER FIRMS INNOVATIONSCONNECT MEMBER LOGIN CAREERS NEWS COMPANY DISCLOSURES PRIVACY POLICYSOCIAL LINKEDIN TWITTERYOUTUBEFACEBOOKINSTAGRAM \u00a0Follow Valmark on Social[et_social_follow icon_style=”slide” icon_shape=”rounded” icons_location=”top” col_number=”3″ custom_colors=”true” bg_color=”#eaeaeb” bg_color_hover=”#eaeaeb” icon_color=”#022033″ icon_color_hover=”#004f60″ outer_color=”light” network_names=”true”]Securities offered through Valmark Securities, Inc. Member FINRA\/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered […]<\/p>\n","protected":false},"author":10,"featured_media":0,"parent":41,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"class_list":["post-223785","page","type-page","status-publish","hentry"],"yoast_head":"\n
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