MICHAEL AMOIA, JD, LLM (TAX), CLU®, ChFC®
VICE PRESIDENT – ADVANCED MARKETS
As Vice President of Advanced Markets, Michael works primarily with a select group of Valmark member firms, their clients, and clients’ advisors to implement advanced wealth transfer and business planning techniques that leverage the use of life insurance. With over 28 years of experience and a deep understanding of complex estate planning techniques, Michael works closely with both our life insurance case design and financial planning teams to create client deliverables that help illustrate how these techniques and strategies can maximize the ability for clients to efficiently transfer intergenerational wealth.