Cash Flow Conversations cover image

Cash Flow Conversations

Vince D'Addona discusses financial strategies for high income earners

Apr 29, 2024
01:12:21

Mr. Vincent M. D’Addona MSFS, ChFC®, CExP®, RICP®, CEPA®, AEP (Distinguished) nominee, is a Founding Member of Valent Wealth with 38 years of experience providing financial and estate planning, charitable planning, retirement and distribution planning and investment services to a variety of clients and organizations. Often known as "the experts’ expert," Vince has helped people move closer to their full financial potential. He is nationally known in the Estate Planning and Business Exit Planning front as well as in the macro-economic positioning of life insurance for businesses and individuals.

Vince is a Life and Qualifying member of MDRT for 35 consecutive qualification years and has spoken at the MDRT National Meeting and has qualified for Top of the Table for the last 15 years. He had 31 consecutive Guardian President’s Council Qualifications and is an active member in a number of other industry organizations, including the Society of Financial Services Professionals, the National Association of Insurance and Financial Advisors, the Forum400, the Association for Advanced Life Underwriting, and the National Association of Estate Planners and Councils where he has recently been nominated to their Hall of Fame.


You can learn more from Vince

https://www.valentwealth.com/team/vincent-daddona


---------------------------------------------------- ⁠⁠Learn to design cash flow⁠⁠ Youtube https://www.youtube.com/channel/UCVgh399ix5JZZlAcerqAYqA/?sub_confirmation=1 *DISCLAIMER* This video and audio recording is intended for entertainment purposes only and not considered financial, legal, or tax advice. Please consult a licensed professional before you make any decision on your own financial situations. All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed professional. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode