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Charles Irwin

Charles Irwin

Managing Partner

Followers of Charles Irwin333 followers
location of Charles IrwinWinter Garden, Florida, United States

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  • Timeline

  • About me

    Owner at Vista Insurance Partners, LLC

  • Education

    • Valencia College

      -
      Business Administration and Management, General

  • Experience

    • Senior Advisory Center

      Jan 2004 - Jul 2006
      Managing Partner

      Advising Seniors in tax advanaged stratagies utilizing Dynasty Trusts, SPIA's, Annuities, Life Insurance

    • Life Settlement Acquisitions

      Apr 2006 - now
      Vice President

      Responsible for overall firm performance involving LS valuation, case management and client retention. Eliminating all non actuarial risk from the life settlement aggregation process via strict vetting and review processes.

    • Irwin Insurance Services

      Nov 2017 - now
      Owner

    • Farmers Insurance

      Sept 2018 - now
      Licensed Property and Casualty, Life, General Liability and Life Settlements agent.

      Assisting clients with all Home, Auto, Life and Umbrella coverage through Farmers Insurance and it's affiliates.

    • Vista Insurance Partners

      Apr 2023 - now
      Owner

  • Licenses & Certifications

    • Florida Propert & Caualty, Life, Health and Annuity License

      State of Florida