Welcome To NAIFA Portland - Northwest Oregon
Do you sell Long-Term-Care? You probably need your 4 hours of refresher training. What better way to get it than the NAIFA LTC Refresher CE Class! During this session, you will also get an update on the Long-Term-Care Industry: individual LTC, hybrid products, and LTC riders.
This course will be taught by Steven Santos, who is the Chief Operations Officer and the Marketing Brokerage Manager at the Merz Agency in Portland Oregon. He has been active in the insurance industry since 1997.
As a brokerage general agent, Steven works as a bridge between insurance companies and individual advisors, helping to evaluate client situations to develop protection strategies to meet their long-term goals. He is an expert in long-term care, life, and disability income insurance planning. He sees his role as one who partners with individual agents and investment advisory firms, often helping them to develop specific marketing strategies and client-centered profiles to meet defensive financial planning objectives.