“You can have your cake! And eat it, too,” exclaims Ram S. Tak via his LinkedIn profile. The chairman and CEO of Insights Strategies International, Mr. Tak utilizes his 25 years of experience with retirement and estate planning to provide a vast range of financial services for clients. When working with a client, he analyzes various benefits, and insurance and retirement plans via phone. He also travels to meet with clients personally and attends numerous events. Mr. Tak takes pride in delivering quality, effective financial strategies to the people with whom he works. When Mr. Tak is not working with clients, he is marketing his company, setting its direction, and overseeing sales and bookkeeping. Additionally, Mr. Tak is also the managing general agent for AIG, Prudential Financial, Lincoln Financial Group, Accordia Life, Phoenix Life, American Amicable Life, and Minnesota Life.
Mr. Tak received an MBA from the University of Notre Dame in 1989. Currently, he is a Paul Harris Fellow and rotary speaker for Toastmasters International. In addition, Mr. Tak stays current with the business field’s changes and trends through his memberships with the Chairman’s Council and Million Dollar Round Table. He is also a fellow of the Institution of Engineers in India.
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