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Paul Yates

Vice President

Cohn Financial Group

United States, Arizona, Phoenix

About Me

Paul Yates is Vice President at Cohn Financial Group and has over 20 years of experience in the life insurance industry. In his current role, Paul works with high net worth clients and their advisors to design and implement sophisticated life insurance plans. He is one of a small number of life insurance professionals nationally that has extensive experience in the planning, design, and implementation of private placement life insurance (PPLI). He is an actuary by background and has spent the majority of his career devoted to the ultra-affluent market in various capacities, including life insurance planning, insurance company and product due care, reinsurance, and life insurance product p

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Profile Information

Vice President

Cohn Financial Group

Investment Team,Operations Team

Investor

Insurance

Phoenix

Arizona

United States

Aug 8, 2024

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