Alex Lima Location
- Melville, NY, US
Alex Lima Work
- 2015 - now Owner @ The Elm Group and Associates, LLC
- 2010 - now Licensed Agent @
- 2000 - 2009 Claims Service Representative @
Alex Lima Education
- Long Island University, C.W. Post Campus
Bachelor of Arts (BA) (Criminal Justice/Police Science)
1990 - 1994
Alex Lima Skills
- Retirement
- Insurance
- Retirement Planning
- Estate Planning
- Small Business
- Asset Protection
- Key Person Protection
- Succession Planning
- Annuity Sales
- Multi-generational wealth transfer
- Wealth Preservation Planning
- Gifting Strategies
- Legacies
- Licensed Life Insurance Agent
- Multi-generational Planning
- Protection Planning/family Security
- Thought Leadership
- Time Management
- Multi-tasking Skills
- Claim
- Fixed Annuities
- General Insurance
- Life Insurance
- Customer Service
- Sales
- Strategic Planning
- 401k Rollovers
- Multi Tasking Skills
- Multi Generational Planning
- Multi Generational Wealth Transfer
- Project Management
- Microsoft Office
Alex Lima Summary
- Alex Lima, based in Melville, NY, US, is currently a Owner at The Elm Group and Associates, LLC. Alex Lima brings experience from previous roles at New York Life Insurance Company and Zurich North America. Alex Lima holds a 1990 - 1994 Bachelor of Arts (BA) in Criminal Justice/Police Science @ Long Island University, C.W. Post Campus. With a robust skill set that includes Retirement, Insurance, Retirement Planning, Estate Planning, Small Business and more. Alex Lima has 3 emails and 1 mobile phone numbers on RocketReach.
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