Joe Pantozzi
CLU, Chartered Financial Consultant
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Anthony J. Faso, CPA
Associate / Representative
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Cameron L. Christiansen
Associate / Representative
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Walter G. Sullivan M.D., J.D.
Associate / Representative
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Yvonne Z. Burke
Associate / Representative
 
 
Our Strategic Partners
 
Lizette B. Sundvick Esq
Recommended Strategic Partner
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S. Craig Stone, II, Esq
Recommended Strategic Partner
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Fraser Inouye, CPA
Recommended Strategic Partner
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Ray Poteet
Recommended Strategic Partner
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Tomas McFie
Recommended Strategic Partner

Lizette B. Sundvick Esq
Recommended Strategic Partner

Call: 702-384-3767

Click here to email Lizette

Lizette has a heart for education and growth. She often teaches educational workshops for churches and financial advisors. Lizette's mission is to raise the level of awareness of the impact that people can make on other people's lives by intentionally planning their lives and legacies around their values.

"Where there is no vision, the people perish." Proverbs 29:18
Professional Credentials
  • Admitted attorney: Nevada, 1993
  • President, Nevada WealthCounsel Forum, Inc
Memberships
  • WealthCounsel, LLC
  • National Association of Insurance and Financial Advisors
  • Nevada State Bar, the American Bar Association, the Southern Nevada Estate Planning Council
  • Trusts & Estates Sections of the Nevada Bar and the ABA
  • Board of Directors, Women’s Leadership Council - United Way

Social Media:  
http://www.facebook.com/people/Lizette-Sundvick/1274147958http://twitter.com/#!/LizetteSundvickhttp://www.linkedin.com/in/lizettesundvickhttp://blog.sundvicklegacycenter.com/
 
 
 
   
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This presentation is based on the book, Becoming Your Own Banker - The Infinite Banking Concept by R. Nelson Nash. This concept utilizes certain whole life insurance products. The UNIFI Companies (Ameritas Life Insurance Corp., Acacia Life Insurance Company and The Union Central Life Insurance Company) are not affiliated with the author and do not endorse the concept. The UNIFI Companies, its agents, and representatives are not authorized to give legal or tax advice. Before determining whether the Infinite Banking Concept is appropriate for you, please consult with your own Attorney or CPA. We also recommend that you read the book and share it with your advisor prior to making any decisions involving the Infinite Banking Concept.