Our Involvement
In the News
NAIFA and the LACP Help Swapan Munshi Be of Service
Swapan Munshi, LACP, is a principal with Council Financial & Insurance Services in San Francisco and a member of NAIFA California. Born in the United States to parents who immigrated from India, Munshi grew up watching his father develop and maintain a successful financial services practice by building great relationships with his clients. But Munshi’s father never tried to bring him into the business. Instead, he encouraged him to chart his own path. Munshi found his purpose and initial career helping people through difficult times as a mental health care professional working with individuals in Veterans Administration hospitals and the state prison system.
Read More
New York Life's Swapan Munshi Earns Life and Annuity Certified Professional Designation
CALIFORNIA, June 3, 2021 – Swapan Munshi, Principal of Council Financial & Insurance Services, and agent for New York Life’s Greater San Francisco General Office (CA Insurance Lic. #0K77128) has earned a Life and Annuity Certified Professional (LACP) designation. This designation is awarded by the National Association of Insurance and Financial Advisors (NAIFA) Certification Commission to experienced agents with exceptional product knowledge, demonstrated excellence in upholding legal and ethical standards, and an overall commitment to superior client service in the area of life insurance and annuities.
Read More