Ellis N. Liddell

Member Spotlight

Holistic Planning and Navigating Your Clients Through Life’s Challenges

Liddell discusses holistic planning from an advisor’s perspective, reflecting on life insurance as a planning tool that forms the foundation of all financial planning, from family planning to education planning and ultimately to retirement planning. Liddell shows how holistic planning allows an individual or a family to live their best life every day. He also touches on the importance of a great health care system and an advisor’s responsibility to make sure clients practice good health planning as a part of the path to wealth planning.

Ellis N. Liddell is a five-year MDRT member with five Top of the Table qualifications and the chairman and CEO of ELE Wealth Management, Inc., an asset management company with its corporate office in Southfield, Michigan. With more than 40 years of experience in the financial arena, Liddell is a wealth manager, insurance expert, and retirement planning specialist. He is author of the book “Wealth Management: Merging Faith with Finance.”