Sales Executive, Life
Mario is passionate about helping professionals, business owners, and affluent families to protect their most valuable assets since 2007. He focuses on Family Protection, Income/Legacy Continuation, Business Succession, and Estate Planning. Mario specializes in building and managing significant Life Insurance and High Limit Disability Income Insurance Portfolios for his clients. His other areas of expertise include Policy Audit Services, Charitable Giving/Planning Services, Key Executive Retention Plans, Buy/Sell Funding Policies (Life and Disability), Business Overhead Expense Protection Insurance, Long-Term Care Insurance, and Life Settlements.
Education and Professional Affiliations
Mario is a graduate of Juniata College with a Bachelor of Arts in Business Administration. Mario is an active participant in the Association for Corporate Growth’s Cleveland Chapter and The Exit Planning Institute. He is also a member and participant of The Estate Planning Council of Cleveland, The Akron Tax & Estate Planning Council, The Akron Rotary Club, and the Northeast Ohio Charitable Gift Planners.