Finance For Life Management Team

  • Top of the Table Member MDRT® Ronnie Katz, CPA, President is an accomplished accountant and licensed life insurance agent and has decades of experience counseling agents and clients in the affluent senior market. His years as a personal producer and entrepreneur have helped him create customer focused companies, that aid and assist consumers with a minimum of fuss and a maximum of efficiency and profitability. Personal experience with life sales enable him to see each case from the producer's perspective and to appreciate the "sweat equity" each client represents to a commission based sales force. Ronnie started his career with 24 years in public accounting and life sales. He is a member of the American Institute of Certified Public Accountants, the Tennessee Society of Certified Public Accountants, the Memphis Estate Planning Council, the Million Dollar Round Table® - Top of the Table and serves on the boards of several charitable institutions. He resides in Memphis and is available via email at rkatz@financeforlife.com.
  • Gershon Yarmush, Vice President of Operations has dual bachelors degrees in Management/Information Systems and in Talmudic Law and is a licensed life and health insurance agent. His role is to supervise day to day operations, to manage external relationships and to conduct market research. He is also involved in complex case structuring. Prior to joining Finance For Life, LLC he received extensive training in financial planning and wealth management at a New York Life office in New York City. Gershon's previous experience in a diverse number of fields along with the lecturing, educative and analytical skills he gained in his studies and teaching help him relate with agents and clients from all backgrounds. He lives in Memphis, TN and can be reached at gyarmush@financeforlife.com.
  • Marvin Rubenstein, Closing Manager handles all details of a transaction once a loan is offered. He is responsible for all aspects of and provides guidance for the trust creation, partnership formation and loan closing process. Marvin's prior experience as a business manager for the Department of Emergency Medicine in Little Rock, AR and his background in healthcare administration has given him the tools necessary to keep your paperwork flowing in an efficient, expeditious manner. Please send your comments and questions to him at mrubenstein@financeforlife.com

Contact Finance For Life™

Finance For Life, LLC
5350 Poplar Avenue
Suite 550
Memphis, TN 38119
Phone
901.763.0098
Fax
901.763.0058
Toll Free
877.763.0098
Information:
info@financeforlife.com
Cases:
cases@financeforlife.com