Executive Administrative Specialist at Bison Advisors - Hartwell, Georgia, United States
Bison Advisors provides a Platform that integrates overlay strategies, provides Models, Compliance, Data Analysis and a Dedicated Transition Team. Bison empowers advisors to focus on client planning while the platform team focuses on business efficiency. As fiduciaries we recognizing annuities and life insurance as an integrated asset class and use them with Overlay Strategies to avoid threshold taxes while producing predictable income.