Michael Balokoz, CRPC®
Login to view DISC.Michael Balokoz is an Internal Wholesaler at Prudential, where he provides pre-sale and marketing support for life insurance professionals. He focuses on helping financial advisors address their clients legacy and estate planning needs. He holds a Bachelor of Science in Finance from Quinnipiac University and is certified in Bloomberg Market Concepts.
Based on his professional focus, Michael is passionate about helping clients achieve financial wellness and security. He emphasizes the importance of planning for the future, whether for retirement, estate preservation, or protecting a small business, to ensure peace of mind for clients and their families.
He actively shares resources to help financial advisors guide conversations around complex topics like succession planning for business owners.
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Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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