Elite Producer Platform Steering Committee

 

Al Papa, ChFC, CLU, PPG President

'The Paramount Planning Group is committed to providing our members with the absolute finest in support staff and state-of-the-art products and services necessary to reach your ultimate business and financial goals for both your clients and you. Learn more about our producer group and consider being among the very best financial services providers'

Al is Chairman and Chief Executive Officer of Cambridge Wealth Strategies, a financial services firm specializing in estate planning strategies and business continuation planning for public and privately held companies.

In 2003, Al became the President of PPG, which is comprised of the top-producing firms within AXA Advisors, LLC.

Al is also the First Vice President of the Equitable Agents Reinsurance Company, has been the main platform speaker at the AALU and sits on the Board of Directors of various charitable foundations.

Andrew D. Rubin, ChFC, CLU

'Being a PPG member has provided several major benefits to my practice. First, the dedicated services at the National Operations Center (NOC) has enhanced the quality of services to my clients and improved my staff productivity. Second, exposure to and interaction with other top producers always helps you maintain your creative edge and compete more successfully in the marketplace. Finally, access to Best Practices of the PPG membership along with the Administrative Workshops provides a valuable resource to improve management and service skills for me and my staff.'

Andy began his financial career in the field of life insurance and earned his Chartered Life Underwriter (CLU) designation in 1983 and Chartered Financial Consultant (ChFC) designation in 1984. In 1985, Andy was named Executive Vice-President with Karr Barth Associates, a comprehensive financial services and wealth management company for individuals and businesses.

Andy has earned membership in the Top of the Table and the Million Dollar Round Table and is also a member of the AALU, the Philadelphia Estate Planning Council, the Local and NAIFA, and The Society of Financial Service Professionals.

Jane B. Fontaine, M.S, CFP®, ChFC, CLU, AEP™, CASL

'How can we stimulate our key financial professionals to achieve the next level? By further enhancing the Elite Producer Group platform to better serve its members and their clients is our primary goal. The transition to an organizational structure that encourages greater interaction between members of the Elite Producer Group will allow access to a much larger pool of unique talents and aspects of the individuals and firms within the organization.'

Jane is the founder and President of the Fontaine Financial Group, LLC, a Platinum Select firm in Ocala, Florida. Jane has been providing retirement accumulation, wealth preservation, and risk management products and strategies since 1980. Jane earned a Master's degree in Financial Planning from the College for Financial Planning and holds advanced professional designations of CLU, ChFC, CFP, AEP and CASL.

Gerald Grant, Jr. MBA Branch Director of Financial Planning

'The Paramount Planning Group provides information and motivation to produce at a very high level. You meet other successful individuals that share vital information that can help you to become more successful with your practice. It is execution at a very high level that leads to success. When you work with others who are producing at a level greater than you, it provides the motivation to step up your performance to another level. Being in the elite provider group is where you want to be.'

Gerald is the Branch Director of Financial Planning of AXA Advisors' South Florida Branch and is the author of the book, Bold Moves to Creating Financial Wealth. He is an active member of the South Florida Community, serving on the Board of Directors of various universities and prestigious organizations. Gerald was AXA Advisors' "2005 Regional Honor Associate" and currently is the Company's "2011 National Honor Associate." Gerald is married to Jennifer and has two children, Jasmin and Gerald, III.

Thomas M. Mingone, ChFC, CLU

'Over the past several years, I have had the pleasure of getting acquainted with the vast resources PPG has to offer. I have been most impressed with the 'Advanced Case Design' Support Team and the priority service we receive when dealing with any area of the company.'

Tom is the President of Capital Management Group of New York, a financial services firm located in New City, New York. Tom graduated Cum Laude from the University of Richmond with a Bachelor of Science Degree in finance in 1987, and has since earned his CLU, ChFC, and AEP proifessional designations.

Capital Management Group of New York was founded in 1990 and focuses on the area of comprehensive retirement and estate planning strategies and currently serves over 600 clients.

Prior to AXA Equitable's merger with MONY in July 2004, Tom was one of MONY's 'Top 10' financial professionals for 10 consecutive years. Tom is also a member of the Top of the Table.