• Fact Finders (for financial and retirement plans, business succession, estate planning)
  • Individual Case Analysis and Design
  • Simplified Reports and Illustrations Your Client Will Understand
  • Business Valuations (and CPA support)
  • Legal Agreements --- Wills, Trusts, Business Agreements (and legal consultation)
  • Telephone, FaceTime, and Skype Support
  • Coaching and Mentoring You on Each Case From Beginning to Close


Sincera Management Consultants, LLC

We Can Provide:
we have over 40 years of expertise in advanced insurance sales that includes years of experience with comprehensive financial and retirement planning, business succession (buy Sell, Entity purchase, Key Man, and Executive bonus compensation) planning.  Along with Premium financing and estate planning

Our services include case design and tools that range from proper fact-finding methods to final presentation.  
Let a Former Certified Financial Planner, Life & Qualify and Top of the Million Round Table member  Assist You With Your Case design to help close Your deal.

need Assistance Preparing, Or Closing that Bigger Life Insurance Case?