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
Paul Yates
Vice President
Cohn Financial Group
United States, Arizona, Phoenix
About Me
Profile Information
Vice President
Cohn Financial Group
Investment Team,Operations Team
Investor
Insurance
Phoenix
Arizona
United States
Aug 8, 2024
More profiles to browse
Mike Cohn
Founder, Area President
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management