Michael S. Rosen
President
Email: Michael.Rosen@LPL.com
Professional Experience:
1989 to Present
Executive Financial Group, Inc.
- Executive Financial Group, Inc. is a full service Estate Planning firm working with more than 10,000 clients nationwide.
Current Position
President and Chief Executive Officer
These responsibilities include:
- Conducting extensive interviews with the clients,
to determine their present and future insurance needs, as well
as the adequacy of their current insurance for their Estate Plan.
- Developing and executing the appropriate Estate
Insurance Plan to minimize Federal and State taxes for the client.
Michael Rosen is a Registered Representative with,
and securities are offered through Linsco/Private Ledger, member
NASD/SIPC.
1985 to 1989
LaSalle University
- Graduated “Cum Laude” with a Bachelor of Science Degree in Marketing.
Professional and Civic Affiliations
- Member of the Million Dollar Round Table from 1992 – 2006
- Member of “The Court” of the Million Dollar Round Table for 1992 – 2006
- Member of the “Top of the Table” of the Million Dollar Round Table for 1994, 1999-2005
- National Association of Life Underwriters “National Sales Achievement Award” from 1993 – 2004
- National Association of Life Underwriters “New Jersey Leaders Club” for 1992-2003
- National Association of Life Underwriters “National Quality Award” from 1992-2004
- National Association of Life Underwriters Member for 1991-2004
- Member of Southland Life Companies “Inner Circle”: for 1994
- Who’s Who World Registry of Global Business Leaders for 1993-1997
- Board of Directors, Executive Committee, American Red Cross, Camden County Chapter for 1991-1994
- Two times “Top Producers Club” for Transamerica Life
Securities and Financial Planning offered through
LPL Financial Member FINRA/SIPC.
The LPL Financial registered representative associated with
this site may only discuss and/or transact securities business with
residents of the following states: NY, NJ, PA, DE, NC, FL and CA. |
