Victor Ngai, JD, CLU, ChFC, RICP, is the Vice-President, Advanced Marketing at Security Mutual Life Insurance Company of New York (SML), where he trains and consults with life insurance agents, brokers, financial advisors, and planners on advanced planning topics such as estate and business planning, executive benefits, asset protection, and charitable planning.  Victor has spent most of his professional career working with insurance producers and advisors on advanced planning cases.  Prior to SML, he was:

• Founder of an advanced markets consulting firm working with large general agencies;

• Head of the advanced sales department of a major Fortune 250 mutual life insurance carrier;

• Head of the client strategy and case management team at a leading global provider of manager-of-managers investment solutions and provider of technology solutions to bank trust departments, financial planners, and RIAs;

• Head of a major Wall Street wire house’s high-net-worth planning department;

• An advanced sales attorney at one of the largest carriers in the country; and

• A practicing attorney in New York City and New Jersey advising high-net-worth individuals and closely held business owners in personal and business planning issues, including trusts and estate planning, business succession, and executive benefits.

 

Victor has presented at numerous continuing education programs for financial service professionals, CPAs, and attorneys, and has also been frequently quoted and published in mainstream and industry publications.  He was also a past Vice-President and Director of Education for the NYC Chapter of FSP for many years.