Randy Green, LUTCF

Randy has over 40 years of practical business and estate planning experience. His strategies have helped individuals and business operators smoothly transfer large estates with minimal tax impact.

Randy’s mentoring talent has not only developed many agents into active leaders within their communities, it has provided him a unique exposure to a broad range of financial strategies and concerns at all levels.

He is experienced within the following categories, but not limited to: wealth accumulation and transferal; pre and post-retirement distribution strategies; risk management strategies; business continuation and exit planning; as well as executive benefit solutions.