Frank Seneco, LUTCF®, CLU®, AEP®, TEP

Editor
DISC Type : SC

President at Seneco Global Advisors Inc

New Haven, Connecticut, United States

Overview

Frank Seneco is the President of Seneco Global Advisors and Seneco & Associates, an independent insurance agency. He specializes in sophisticated life insurance solutions for affluent individuals and business owners. He holds several professional designations, including LUTCF, CLU, AEP, and TEP, underscoring his expertise in insurance and estate planning.

He is a member of several prestigious industry organizations, including the Association for Advanced Life Underwriting and Finseca. He frequently contributes his insights to articles and interviews, sharing his knowledge on complex financial strategies and the life insurance industry.

He has been in the insurance and financial services industry for over 35 years.

Personality Overview

Fact-Driven

Skeptic

Late Adopter

They do not like taking risks at all and go for proven options in the end.  They tend to be clear about their needs and limitations and are unlikely to promise too much. Being observant comes to them naturally.

Topics They Care About

Private Placement Life Insurance
Considers PPLI an extremely appealing and customizable investment tool for wealthy families, as mentioned in his public posts.
Estate Planning
He is a credentialed AEP (Accredited Estate Planner) and TEP (Trust and Estate Practitioner), indicating a deep focus on estate planning strategies.
Independent Agencies
Shared his thoughts in a Finseca article on the challenges and opportunities of running an independent insurance business.

Media Appearances

Frank has no verified media appearances

Work History

11-1997
President at Seneco Global Advisors Inc
11-1997 - 4-2022
President at Seneco & Associates, Inc.
Principal at First Financial Resources
Agent at Transamerica

Education

Frank has no verified education history

More Information

Social Presence :

Prographics :

Exp : 28 Location : New Haven, Connecticut, United States Job Level : Senior Designation : President at Seneco Global Advisors Inc
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Insights For Selling To Frank

During A Call Or A Meeting

DO's

  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Use a presentation with information before getting into a live product walkthrough
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Avoid emotional and informal language, stay objective and to the point instead
  • Don’t overhype the product/pitch, keep it measured
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Frank is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Frank

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Frank move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Frank take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Frank

Personality Compatibility


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