It's debatable if the fiduciary standard is 'higher' than suitability. But the better question might be, who's holding the bar?
Carlos F. Suarez, MBA, CFP® General Agent based in Miami, Florida is new PG Market Leader
San Diego, CA – The Producers Group (TPG) has appointed Carlos F. Suarez, MBA, CFP® as a TPG Market Leader.
TPG Market Leaders recruit existing and newly independent producers and producer groups and assist them in growing their business.
“Carlos joined The PG team in 2013 and has worked diligently in helping us expand our multicultural market; but now as a Market Leader he will help other general agents learn to do the same” said Kent Freundt, Founder and President of The Producers Group. “Carlos has been and continues to be recognized for his incredible leadership skills. I know that in deepening our relationship with him, The PG will truly benefit from all he has to offer.”
Working out of his office located at Town Centre One, 8950 SW 74th Court, Suite 2220 in Miami Florida, Carlos will help existing and newly independent producers take their career to the next level by:
• providing educational tools and resources and in person development sessions;
• meeting with wholesalers;
• helping them gain market share;
• providing them opportunities to enhance their practice; and
• providing advanced market support
“Choosing a professional advisor is one of the most important decisions an individual can make,” said Mike Vietri, Executive Vice President of TPG. “Having an experienced Market Leader like Carlos Suarez represent The Producers Group and SagePoint is a real advantage for us.”
Carlos, MBA, CFP® is the Founding Partner of Centric Financial Solutions, with over 20 years of experience in the financial services industry. Centric Financial Solutions provides business development support for advisors that are looking to increase their business. By offering the best products and services from the top companies in the industry, advisors can focus on what is in the best interest of the client.
Most recently, Carlos was Managing Partner for the New England Financial Miami Agency. During his tenure, he was recognized for his leadership in:
• 2008 – Recognized by Miami today as a leading firm providing financial advice to the Hispanic marketplace.
• 2008 – Received the National Hispanic Corporate Achiever award for MetLife
• 2009 – Recognized by Diversity Magazine as one of the top 100 under 50 Hispanics
• 2011 – Recognized as one of the Top Firms in MetLife for Outstanding Leadership in Sales Management.
His educational background includes an MBA from Tulane University and a Certified Financial Planner designation from The American College.
Established in 1997 and built with over 100 years of combined experience, The Producers Group is one of the most knowledgeable, privately-owned distribution companies in the country. We provide intelligent-touch concierge services with creative insight for our advisors that can help them find solutions for their clients in Life Insurance, Annuities, Long Term Care and Disability Insurance. TPG also offers, state-of-the-art underwriting, advanced market support, and guidance for our producers from case to commission by assigning each agent on our team to a sales consultant, case manager, commissions specialist and providing direct access to one of the firm’s five partners.
Eric Freundt 858.764.6496 email@example.com -- thepg.com