Product Consultants

Agents have access to a dedicated product specialist to assist in training, sales preparation, case development, and client meetings. The following individuals serve the Orange Coast General Office:

 

 

 

Erika Velasco, MBA

Life Product Consultant

 

 

 

 

 

 

 

 

 

 

 

Michael Zunino, CLU, ChFC, CFP, RICP

 

Investment Solutions Consultant

 

 

 

 

 

 

 

 

 

 

 

 

 

Steven Buell, CLTC, LUTCF

 

Long Term Care Product Consultant

 

 

 

 

 

 

 

 

 

 

 

 

 

Melissa Winn, JD, LLM

 

CVP, Advanced Planning Consultant

 

 

 

 

 

 

 

 

 

 

 

 

 

Thomas P. Grinnon, CLU

 

Business Solutions Consultant

 


 

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