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Mansukh J. Shah, ChFC, CLU

Mansukh J. Shah, ChFC, CLU

Registered Representative

Phone: (315) 234-0104
Fax: (315) 234-0107
E-mail: mansukh.shah@axa-advisors.com

HISTORY:   Graduated Bombay University in 1955 with Bachelor of Science degree in Physics & Mathematics. Came to the United States in 1976 and immediately started his career with this organization. Mansukh's experience in his career has led him to focus on the areas of Estate and Retirement Planning through the use of life insurance and other financial products, specifically for physicians and motel owners.
CLU:  

ChFC:

Acquired his Chartered Life Underwriters (CLU) designation in 1981. CLU is a designation from The  American College in Bryn Mawr, PA. An individual must pass 10 exams in the areas of Estate Planning, Income Taxation, Economics, Life Insurance, Group Insurance, Pensions, Business Insurance, among others to receive this designation. He is a member of Society of Financial Service Professionals. Obtained his Chartered Financial Consultant (ChFC) designation in 1984 also from the American College. The ChFC requires 4 additional courses including Investments and Financial Planning.
MDRT:   Million Dollar Round Table, has been a member of this prestigious world wide organization for since 1980. Membership is based on sales performance and, on average, only 3% to 6% of all agents in the world qualify for membership.
HALL OF FAME:   Achieved the organizations's prestigious Hall of Fame Award in 1989, his name has been inscribed on the Hall of Fame wall in the New York headquarters.
REGIONAL HONOR AGENT:   One of AXA's highest and most cherished awards received in 1999.
NLC:   AXA's National Leaders Club. Recipient of Superior Achievement Award in 1996. 22 years at NLC level, that includes 8 at Presidents Cabinet and 1 Centurion.
SFSP:   Society of Financial Service Professionals member since 1980. June 2003 recipient of the Distinguished Service Award.
NAIFA:   Mansukh is a charter member of the (NAIFA) National Association of Insurance and Financial Advisors. A past Program Chairperson of the Syracuse Association of Insurance and Financial Advisors and a member of the Board of Directors of the Syracuse Association of Insurance and Financial Advisors.
ICRCC:   Mansukh was on the Board of Directors and past Treasurer of the India Community Religious and Cultural Center of Syracuse, New York.
OTHER:   In 2004 he was appointed to the Board of Directors of the Central New York Community Foundation.
PERSONAL:   Mansukh lives in Liverpool, New York, a suburb of Syracuse. He has two daughters and a grandson.