As a consultant of 25 years, David Schrank works extensively with matters pertaining to the financial operation of ERISA Plans and retirement benefit programs. During his consulting career, he excelled and won various awards.
David decided to transition from consulting and joined Fortis Lux in 2019. He works directly with numerous companies to suit the clients retirement needs. David also has an extensive background in the many ways Life Insurance can help his clients. David’s primary responsibilities are planning a client’s financial future as well as protect it through various securities available. More recently, he has become more involved in helping clients save money for college. David works with many colleagues in the industry by utilizing the various tools there are to save for college as well as retirement. By doing so, it shows the client how to conquer this herculean task as well as protecting what they have worked so hard to financially build. David is experienced in Medicare planning and can provide access to many carriers who are able to assist the senior market obtain the proper healthcare they desire.
David currently holds his Series 7 and 63 licenses with FINRA.
David resides in Goshen NY for the last 11 years with his wife and daughter. He currently is enjoying being part of his daughter’s life and is a high ranking belt in Taekwondo.