Speaker Series - Tamarind Effio Market Insights

Tamarind Effio joins us from PNC International Private Bank, with over 18 years of consumer facing banking experience, most recently focused on offering U.S based life insurance policies as a tool for legacy planning, estate tax liability mitigation, estate planning and business succession planning for clients. As a bilingual professional, she has worked in both Latin American and domestic markets supporting financial advisors and wealth managers with life insurance solutions for their clients. Prior to her career in life insurance, Tamarind worked extensively in commercial and residential lending for nationwide banks, and this experience has allowed her to assist clients in navigating the financing of life insurance premiums. Her key to success has been to convey the importance of life insurance as a necessary tool for protection and asset growth on several fronts for clients. There are very few products in the capital markets today that offer the guarantees and tax benefits that life insurance can provide.