About Annuity Depot
Florida’s Trusted Annuity Specialists
Bennett Jay Leiser
Bennett is the CEO and President of Annuity Depot.
He is a fiduciary and licensed with a series 7 and series 66, and holds a Florida 2-15 insurance license. He is licensed to do business in Florida and many other states in the union. Bennett has been helping people since 1996 with retirement solutions.
Kenneth Tolchin
Kenneth Tolchin is a Certified Public Accountant and licensed insurance agent for over 30 years helping families in the Palm Beach area
Trevor Patching
Trevor is a licensed fiduciary with a series 65 and life insurance license with expertise in social security and over 30 years experience.
Benjamin H. Greenberg, Esquire
Benjamin H. Greenberg is the managing member of Greenberg Elder Law Services, LLC, located in Delray Beach, Florida and has been practicing law for over 28 years. He is a 1990 graduate of the University of Pittsburgh School of Law and is a member of both the Florida and Pennsylvania bars.
Mr. Greenberg provides legal services in estate planning (Wills, Trusts, Durable Powers of Attorney, Health Care Directives) and Probate. As a staunch supporter of the elderly and disabled, Mr. Greenberg specializes in medicaid planning, life care planning and veteran’s benefit planning. Benjamin is a member of the National Academy of Elder Law Attorneys and the Elder Law Section of the Florida Bar.
He is a member of the Palm Beach County Bar Association and is a past President and current member of the Elder Affairs Committee. He is also a current board member of the South Florida American Parkinson’s Disease Association and Prosperity Life Planning, Inc.
Audrey J Hoffman, LUTCF
Grew up in Belle Harbor NY
Graduated City University of NY- Brooklyn College with a BA degree in Elementary Education
Taught 1 and 2nd grade in New York City, NY 2 years and then left to raise her three daughters.
Moved to Clearwater, Fl. Where she lived 10 years. Then moved to Palm Beach Gardens where she currently resides.
Joined the FT Lauderdale Agency of Mass Mutual Insurance where I became a Specialist in not only selling but advising individuals and business owners how to identify risks and build sound plans for successful retirements, and business continuation through Life, Disability, Annuities, Long Term Care, and Health Insurance products. Earned the LUTCF designation while training to understand people’s needs for Life Insurance and Disability Insurance. Also earned credits towards the prestigious CLU. Designation.
Accepted a position with First Union Bank (Wells Fargo) as a Senior Financial Specialist and remained there 15 years until retirement.
Went back to work at Allstate as a Financial Specialist selling Life Insurance and Annuities to P&C clients.
Met Trevor Patching at a seminar he conducted and became interested in the business he was developing with P&C agents.
Working with Trevor and Karen Patching last 4 years on a part time basis leaving time for travel and family and granddaughters.
Diana Hileman
Diana Hileman, 20-year veteran of estate, trust and real estate law, formed Hileman Law. P.A. in Delray Beach, Florida in August of 2013. The practice focuses on estate planning, probate and probate litigation, guardianship, and transactional real estate.
Ms. Hileman began her legal career in Florida with the Law Office of Allen Wm. Martincavage, ultimately forming Martincavage & Hileman in 2000 with a focus on Estate Planning, Probate, Guardianship, and Real Estate. She then moved her practice to the Boca Raton law firm of Rutherford Mulhall in 2008. Prior to starting her own firm, Ms. Hileman was with Weiner, Lynne and Thompson, P.A. as a Senior Attorney to lead the firm’s Estate Planning & Probate Litigation Practice Group.
About L. Diana Hileman, Esq.
L. Diana Hileman, Esq. was born in Louisville, Kentucky and attended the University of Louisville on a tennis scholarship, graduating cum laude in 1989 with a Bachelor of Arts degree in Political Science. In 1992, Diana obtained her Juris Doctorate from the Salmon P. Chase College of Law at Northern Kentucky University, having also attended the University of Miami School of Law as a visiting student. Hileman Law, P.A. is located at 601 N. Congress Avenue, Suite 431, Delray Beach, FL 33445, (561) 921-0149.
Neil Maggi
Graduated Penn State 2005 – Actuarial Science
2005- 2007 – Employed by AIG
2007 – 2010 – Annuity & Life – Head of Marketing
2010- Present – VP Life Sales – Asset Wealth Management Llc
I have been in the insurance wholesale business for over 11 years now. I thoroughly enjoy working with the various agents and solving problems or designing cases for them. Making their life easier is what I enjoy. Actually, it’s the numbers and designing plans. I got my degree in Actuarial Science in 2005 from Penn State. If you’re in this industry, you probably know what that is, however that work wasn’t for me and I chose to do something different as I prefer being engaged with people. This degree gave me a good understanding of the insurance and finance industry, so I took what I knew from school and I started in 2005 as an agent out in the field working for American General.
After a few successful years, I was offered to head up the marketing department for an Insurance Marketing Organization and started with them in 2007. Within a short period of time I was travelling around the country giving seminars to other agents/professionals about how the products worked and how to position them within someone’s retirement plan. For the next few years I travelled giving these seminars and also led the marketing team within our office. Once that company was sold in 2010, I started working with Asset Wealth Management and have been there ever since. We’re going on about 8 years now. I truly enjoy working with our current team and all of the agents that work with us.
Aside from work, I’ve been married since 2011 and have 3 children, two girls and a boy. They are my world and I’d do anything for them. I hope to teach them what it takes to be a good person and how hard work pays off. I’m looking forward to how we all here at AWM grow and prosper even more in the future.
Craig Kamijima
Craig joined Asset Wealth Management in 2008. He sees it as his primary role to be the one to spot opportunities that will help his producers grow their insurance practice. That combined with his product knowledge and ability to coach producers through case design allow him to create not just effective business relationships with the producers he partners with, but also friendships with his producers. Combining a strong work ethic with honesty and integrity, Craig measures his success solely by the success of the producers that he coaches.
Craig earned a degree in Finance from Florida Atlantic University. When not at Asset Wealth Management, Craig enjoys spending time with family and friends. An avid outdoorsman, he enjoys fishing, camping and exploring the reefs around South Florida.
Do you want protection and steady income during retirement? Are you thinking about having an Annuity as part of your retirement planning? – Annuities can be valuable in retirement, but they are complex financial products that can be misunderstood and prove costly. Let us help.
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Contact Info
ANNUITY DEPOT
601 N Congress Ave. Suite 431
Delray Beach, FL 33445
info@annuitydepot.com