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Shanna Thomas
Agency Case Manager At Gfd at Global Financial Distributors,
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Work Experience
2012 - Present · 12 years and 11 months
Agency Case Manager At Gfd
2013 - Present · 11 years and 11 months
Financial Services Manager
2012 - Present · 12 years and 11 months
Client Relationship Specialist
2010 - 2011 · 1 years
Company Details
GFD, a non-bank licensed insurance agency subsidiary of Synovus Bank, is the nation’s leading provider of high-touch, customized life insurance premium financing and insurance-backed lending strategies. These strategies are collectively marketed under the Leveraged Planning® solutions brand. Known for its direct lending approach and extensive experience crafting insurance supported solutions to meet the needs of both business and individual clients, GFD provides unparalleled service, support, and the most flexible lending platform in the industry. Leveraged Planning Solutions for Individuals enable high net worth clients to take advantage of GFD’s extensive experience working with advisors in structuring customized insurance and annuity backed financial strategies – particularly traditional premium financing structures for estate planning, charitable giving approaches, and more. Leveraged Planning Solutions for Businesses enable businesses (LLCs, C–Corps, sole proprietorships, etc.) to utilize commercial loans (collateralized in full or part by insurance or annuity products) for a wide range of uses – including buy/sell funding, key man policies, compensation arrangements, and much more. Visit our website at https://www.globalfd.com to learn more.
Year Founded
2009
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
1200 Ashwood Pkwy Suite 150 Atlanta, Georgia 30338, US
Keywords
Leveraged Planning®Income PlanningEstate PlanningBuy/Sell PlansWealth Creatio
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