Chris and his family.
Chris Banner develops financial plans and Tax favorable income strategies designed to address the unique circumstances of high income earners, business owners and those who have accumulated large amounts of pre taxed dollars, looking to leave a legacy. His educational and no pressure approach has granted him the opportunity to work with individuals in the area of retirement planning, long-term care alternatives and income and asset protection strategies.
Drawing on his experience as a Long Term Care specialist and working with major organizations such as Bankers Life, Chris has gained a unique perspective on tending to his clients individual needs and concerns. As an independent advisor, his holistic approach allows him to utilize the services of elder law attorneys, CPAs and other professionals. His broad base of knowledge puts him in demand to provide guidance on:
- Navigating the ever changing health care options and plans
- Strategies to maximize Social Security benefits
- Maintaining financial security with regard to long term care planning
- Structuring retirement plans to provide guaranteed income for life
At Banner Financial Alliance, LLC, the strategy is safety, growth, and control. Chris knows firsthand how he can helphis clients address concerns about outliving retirement income, estate taxes and loss of family assets.
Chris is a native Floridian, and grew up in Boca Raton. He currently resides in Prospect with his wife Raffaele and their two adorable children. Chris is an avid fisherman and has traveled to some of the best fishing spots in the world; Islamorada, FL being his favorite. Chris is actively engaged in a number of organizations and maintains his professional certifications, including:
- Health and Life Insurance Licensed in Connecticut
- Annually certifies with America’s Health Insurance Plans
- Certified in Long Term Care
- Specializes In Tax Favorable Income Planning
- Former Specialist, Trainer and Educator for Long Term Care and Medicare, Bankers Life
NPN #: 16307820
CT Lic #: 2382823
National MTG Broker #: NMLS# 384706