Karl W. Green

Registered Representative

Biography

Karl Green has been helping businesses and individuals reach their financial dreams for over 30 years. An experienced professional, Green is known for his expertise in group benefits for owners and employees  and his sense of humor. When he is not working, he enjoys playing golf, hiking, and spending time with his wife, Maria. Green is very proud of his children, Nathaniel and Rachel.

Focus

  • Business Strategies for Owners
  • Employee Benefits
  • Life Insurance
  • Long Term Care Insurance
  • Investments & Asset Allocation
  • College Savings Plans
  • Retirement Strateges
  • Estate Planning Strategies
  • Corporate Retirement Planning Services
  • 401k Retirement Specialist

Accomplishments

  • Inducted into the prestigious John Hancock Financial Network Hall of Fame
  • Life and qualifying member of MDRT (Million Dollar Round Table),  a premier industry association of financial professionals worldwide
  • Qualified for the ACE Award 15 times, one of the highest honors that Signator bestows on financial professionals within the national network. ACE stands for “Achieving Client Excellence”
  • Pacific Life Advisor Council 2014
  • Prudential Masters Council 2013-2015
     

* The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc.  and the John Hancock family of companies.  The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products.  No other factors are considered.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

* The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies.  To be included in the HOF, inductees need to qualify for the ACE award 15 times. 

 

121-20140605-188850

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

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Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067