Margi has 33 years of experience designing insurance proposals. She uses comprehensive data bases that enable her to match our clients’ objectives with the ever changing products in the market. Staying abreast of the carriers is especially helpful in getting the best offers for clients who may have medical conditions. Understanding that our clients want the optimal economic outcome from their insurance premium dollar, Margi finds creative methods for premium payment and policy design.
Margi is certified as a specialist in long term care insurance.
In 2017, Margi took on the responsibility of Vice President Investment Management Support for our investment clients.
She also serves as Stern Slavutin – 2 Inc. CFO.