Craig Wilkey is the Managing Director of Seawall Financial LLC and is a nationally recognized expert in his field. Craig co-authored a book for attorneys and accountants entitled Life Insurance-A Practical Guide for Evaluating Life Policies.
Prior to founding Seawall Financial, Craig managed the National Insurance practice at a big four accounting firm structuring sophisticated life insurance portfolios for private and corporate clients. Many advisors find that Craig's technical knowledge and consulting orientation make him an important member of the planning team.
Prior to this, Craig worked as an executive at a large mutual life insurance company where he handled advanced sales and product development. Craig also served as a member of the firm's Product Steering Committee.
M.B.A., Northeastern University
B.A., Tufts University
Certified Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Bloomberg Tax Management Portfolios
This Portfolio covers the evaluation, selection, and purchase of life insurance and describes life insurance basics, and the tax preferences life insurance enjoys.