Kim is a Sales Director with American Heritage Financial. He is currently located in the Jacksonville area of Florida and has 20+ years of financial service experience. Although he is currently focusing on recruiting and market development, he also has great knowledge on Long-Term Care and Asset Preservation. He has spent the last 20 years working with agents, advisors, and clients in developing and facilitating income and risk assessment strategies to mitigate asset exposure with long-term care events. Kim holds a BA degree from Flagler College in St. Augustine, FL.
As a strategic, intellectual, and critical thinker, he is responsible for managing national and regional key account relationships between carriers and multiple distribution groups throughout the US. Kim serves as an industry consultant to carriers and intermediaries with the objective to develop new products, acquisitions, and expansion of wholesale insurance distribution. He is recognized as an industry thought leader, featured speaker, author and co-contributor on numerous publications pertaining to the subject of Long-Term care and Longevity Income Strategies.