Sanjiv joined the TMFD team in 2022 after being TMFD’s key insurance support team member at Assante Wealth Management for over 10 years. He works to mitigate risk, protect assets, and provide tax-deferral strategies and solutions that enable a smooth transition of estate or business assets to beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that complement our clients' overall wealth management. He has worked in the insurance industry for over 15 years and has handled thousands of insurance cases to mitigate the risks of the unexpected. His experience in insurance, product engineering, and product management enables him to deliver comprehensive insurance solutions for our clients.