This site is not about me.
It’s about how my mistakes can help you.
Yes — I've sold nearly $2 billion in life insurance policies. Yes — I've got all the financial advisor credentials. But man oh man, I have made some excruciating mistakes along the way — the kind that leave deep scars and teach critical life lessons. It's those lessons that are so important and valuable. Steering you away from those missteps; that's how I really help others. If you're in my audience, I'll make sure you're a beneficiary. Hope to see you there.
Put making a difference in front of making money. The money will catch up soon enough.
NYC-born, Ian’s career started in banking, eventually segueing to investment banking. Even though he had success in both, they left him feeling empty; completely unfulfilled. All was not lost though; he learned a priceless life lesson — one that shapes his life to this day: when you put making a difference in front of making a buck, the money and legacy will inevitably follow. This led Ian to his ultimate career pivot — life insurance — where he could finally impact his clients’ lives in the most meaningful ways.
PRINCIPLES, PASSION AND PURPOSE
LIFE LESSONS
CONCEPTS AND COMMUNICATION
PROSPECTING AND RELATIONSHIP BUILDING
