Company details
The National Network of Accountants (NNA) is please to work with Connecticut's Captive Insurance Unit to launch a new 5-part educational program, Re-Imagining Insurance: Captive Insurance Companies in the State of Connecticut.
Joseph Tucciarone, founder of NNA, talks about what participants can except from this program HERE.
This program is designed to educate accountants to help their clients with their insurance risk management programs, with an emphasis on captive insurance options. We hope you will join us.
The National Network of Accountants (NNA) is a unique organization that services the accounting industry. The NNA is not an investment company or an insurance company. NNA seeks to provide accountants and their firms with a full package of solutions that is much more than simply working with accountants to get them licensed to sell products. Developed by a CPA and CFP, it is the goal of the NNA to assist each accountant and firm in developing a professional financial planning profit center, which will positively impact each firm's bottom line. Whether the firm is a single individual or firm with 100-plus professionals, the National Network of Accountants offers the services needed to succeed. The NNA believes that providing financial planning services is a professional endeavor and much more than simply selling a product.
Presenters
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Paul Hyl
- Counsel
- National Network of Accountants
Paul Hyl, Esq. serves as legal counsel for the National Network of Accountants. He is also the founder and president of Private Insurance Management Inc. (PIM) a company that creates, designs, and manages captive insurance companies across the country. His background as a practicing attorney positions him to effectively work with state regulators, captive insurance service providers, and PIM’s clients and their professional advisors.
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Ron Roth
- Senior Vice President, Strategic Planning
- National Network of Accountants
Ron Roth's experience includes 30 years in the financial services industry advising affluent clients and closely-held businesses. His primary focus is long-term planning with a special emphasis on risk management and tax efficiency.
Currently, he is Senior Vice President, Strategic Planning at the National Network of Accountants. For the past 20 years, Ron has been an independent consultant at Silver Rock Partners, which he founded.
Throughout his career, Ron has worked in many parts of the financial services industry, including corporate management at AXA Financial. In 2008, he authored Invest in Your Life: Why Wall Street Wants You. This was the first book to explore the life settlement and secondary market for life insuran... Read more
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Jane Tutoki
- Speaker
- National Network of Accountants
Jane Tutoki was named the Vice Chair of Sedgwick, after overseeing the successful acquisition of Cunningham Lindsey by Sedgwick in April 2018. With this strategic acquisition, Sedgwick now has 21,000 talented colleagues across 65 countries, providing best-in-class business solutions to employers, insurance companies, brokers, policyholders and consumers around the world.
Jane previously served as Global CEO of Cunningham Lindsey – a global provider of independent loss adjusting and claims management services worldwide – a position she held for four years. With more than 25 years of management experience, Jane is an enthusiastic leader with a passion for fostering new talent.
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David Goldberg
- Associate
- National Network of Accountants
David Goldberg is the founder and CEO of DWG Consulting Inc. The firm specializes in serving the financial planning needs of high net worth individuals and business owners. Mr. Goldberg leads a team of trusted advisors in developing sophisticated estate planning, tax reduction and wealth preservation techniques. His clients benefit from his extensive experience, and through the broad range of approaches he taps to create financial plans to meet their personal and business planning objectives.
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Joseph Tucciarone
- Managing Director
- National Network of Accountants
Joe is a true visionary and “Rocket Scientist”, a graduate mechanical engineer with a minor in nuclear engineering, Joe started his professional career as the Assistant Spacecraft Test Manager at Kennedy Space Center. After leaving the space industry and for the past 35 years, Joe has applied his mathematical and analytical skills developing one of the premier ERISA Qualified Retirement Planning firms in the United States.
Joe complemented this extensive pension experience by serving on the Board of Directors of GAMA International and building one of the largest insurance agencies in America. Joe’s commitment to and belief that accountants are indeed the “most trusted” advisors in America, led him to create the National Network of... Read more
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