Pamela Yochum

Pam brings over 25 years of experience serving the unique financial needs of clients.  She loves to help people find the best solutions for their needs.  With her strong technical background, she joined a successful advisory firm in Ohio where for 15 years she honed her skills in case design, underwriting, and analyzing complex estate and financial plans.  

Pam earned her B.S. in Finance and Accounting from the University of Akron and is insurance licensed.  

Summary of Services:

Life Insurance Advanced Case Design

• Business planning
• Estate planning
• Family legacy planning
• Premium financing
• Non-qualified deferred compensation planning

Product & Illustration Analysis

• Find the right product to match the design
• Creative illustration design

Policy Analysis

• In-force illustrations of current life policies
• Life insurance portfolio analysis 

Business Development

• Identify new business opportunities
• Consultation

She resides in Nokomis FL, where she enjoys the beach and swimming.