Vince Affinito
Investment Advisor Representative
Since 1980, Vince Affinito has been working with Individuals, Professional Practices, and Business Owners. Vince also works in conjunction with many Accounting and Law Firms when doing Estate Planning for clients. Vince helps people understand their options, and opportunities in order to make smart decisions about their Life Insurance needs and Retirement Plans. He regularly reviews the clients' portfolios to stay up to date on client goals and performance.
Vince specializes in Life Insurance, Estate Planning, Long Term Care Insurance, Mutual Funds, Equity Index, Fixed and Variable Annuities, Employee Benefit Plans and Wealth Management. Vince also works with Business Owners, helping them leverage Life Insurance and Investment Products to attract and retain key personnel and develop Succession and Retirement Plans.
With over 40 years of practical experience and knowledge of the Life Insurance Industry, Vince has a deep understanding of how Life Insurance products work. Of his many strengths, one is his ability to look at a person's existing Life Insurance Portfolio and/or Investment Portfolio, and interpret future premiums, cash values, and benefits. He does a thorough analysis to determine its positives and negatives, and then makes his recommendations based on the clients' needs.
CA Insurance License #: 0698398