Life Insurance Strategies to Enhance Estate Plans
Tuesday, September 17, 2024: Life Insurance Strategies to Enhance Estate Plans
Presented by:
Greg Holmgren,
CFP, CLU, ChFC, CAP
Head of Insurance & Estate Planning
Biography
Greg Holmgren is the Head of Insurance & Estate Planning for Freedom Financial Partners, a Registered Investment Advisor, located in St Paul, MN. There he works with the firm's wealthy clients and business owners to help them achieve their specific financial goals. He started with Freedom Financial after his retire-ment from New York Life Insurance Company at the end of 2023, after a 38-year career.
At New York Life, he was most recently the Advanced Agent Devel-opment Officer. He led a team that worked with top agents, their cli-ents and their clients’ professional advisors to enable these clients to overcome planning obstacles and achieve their specific financial goals. Greg and his team focused on creating and shaping the strate-gies that helped New York Life agents communicate with business owners and high net worth individuals; and design persuasive insur-ance-based planning solutions.
As a sought-after platform speaker, Greg still speaks to audiences around the country on financial strategies and key planning issues that can impact their lives.
With over 40 years of insurance industry experience, he brings a wealth of insightful and relevant knowledge to every situation. Greg holds a B.A. degree from Wheaton College in Wheaton, Illinois. He and his wife, Susan, live in Wichita, KS.
