Dean brochure Final ver2
•Download as DOCX, PDF•
0 likes•165 views
Dean Cronister is the president and CEO of Advisors Financial & Insurance Group, an independent marketing organization. He has over 40 years of experience in the financial services industry and offers a variety of products including life insurance, annuities, long-term care insurance, and retirement planning. He represents major insurance companies and can assist individuals and businesses with needs such as estate planning, education funding, and key person protection.
Report
Share
Report
Share
Recommended
SEEDS Overview
SEEDS Consulting specializes in recruiting insurance professionals. They view their service as a partnership and are committed to finding the best solution for both employers and employees. By understanding the complexities of the insurance industry, SEEDS gains a competitive advantage in identifying and attracting the right candidates. SEEDS focuses on cultivating long-term relationships and helps clients and candidates achieve both their short-term and long-term goals. They recruit candidates through their network, headhunting, and other sources and place professionals in a wide range of insurance-related positions.
CredAbility: Nonprofit Credit Counseling & Education
CredAbility was formerly known as Consumer Credit Counseling Service of Greater Atlanta. It is a nonprofit organization providing financial counseling services to help individuals and families in need. CredAbility assists over 1 million clients annually with services such as housing counseling, budget and credit counseling, debt management plans, education, and bankruptcy assistance. It has experienced significant growth in counseling sessions, especially for housing-related issues. Research shows clients improve their financial confidence and most are able to avoid foreclosure after receiving CredAbility's counseling.
RitaGibson-TIS
Rita Gibson provides a range of financial services for both individuals and businesses, including life insurance, disability income insurance, retirement planning, and estate planning for individuals, and health insurance, key employee coverage, business succession planning, and retirement plans for businesses. She has over 25 years of experience helping clients increase and protect their wealth, minimize taxes, and protect assets. She serves middle- and upper-income families, professionals, business owners, and retirees in the Sacramento area.
Sca Jmp Profile 2011
This document summarizes the personal risk management services offered by Swingle Collins & Associates for high net-worth individuals and families. They provide customized insurance programs to protect clients' assets, property, and liability. Their team has extensive experience insuring exotic vehicles, homes, valuables, yachts, and more. They represent top insurance carriers and offer both domestic and international coverage to address all of clients' risk management needs.
1 Douglas William Deye
Doug started his own financial services company in 2010 after retiring from a career in financial planning spanning over 30 years. He earned degrees in chemical engineering and financial management and has extensive experience advising both individuals and institutions. Doug works with a team to provide comprehensive financial strategies and guidance to help clients achieve their goals. His areas of specialization include insurance, retirement planning, education funding and charitable giving strategies.
Sca Jmp Profile 2011
Swingle Collins & Associates provides holistic insurance programs and risk management for high net-worth individuals and families tailored to their needs. They offer both domestic and international coverage through major insurers. Their team personally manages client portfolios and the ongoing changes to their insurance programs. They have developed specialized programs for affluent clients covering a wide range of property, liability, and lifestyle risks.
16_90808_VOA_001_Mejlholm_8P BROCHURE_V2
Eddy Mejlholm is a wealth advisor at RBC Dominion Securities who provides personalized wealth management services to help clients achieve their financial goals. He uses a 5-step process involving introduction, discovery, strategy development, solution implementation, and ongoing service. Eddy works with a team including an associate and extended services in financial planning, estate consulting, and insurance to develop comprehensive plans. Clients range from those with over $250,000 in assets to high net worth individuals. As a member of RBC, Canada's largest financial institution, Eddy has access to full banking and investment resources to assist his clients.
Veredus Not for Profit- Meet the executive and interim's team profile.
This document provides information on several Directors and consultants within the Not For Profit division of Veredus, a recruitment firm. It introduces Joanna Thornton and Rob Hilyer, Directors who specialize in appointing interim managers for local authorities and non-profit organizations. It also mentions Catherine Andrews, Head of Not For Profit at Veredus, who has over 30 years of experience in the non-profit sector, and Alex Macleod, a consultant who has focused on executive and board appointments for non-profits.
Recommended
SEEDS Overview
SEEDS Consulting specializes in recruiting insurance professionals. They view their service as a partnership and are committed to finding the best solution for both employers and employees. By understanding the complexities of the insurance industry, SEEDS gains a competitive advantage in identifying and attracting the right candidates. SEEDS focuses on cultivating long-term relationships and helps clients and candidates achieve both their short-term and long-term goals. They recruit candidates through their network, headhunting, and other sources and place professionals in a wide range of insurance-related positions.
CredAbility: Nonprofit Credit Counseling & Education
CredAbility was formerly known as Consumer Credit Counseling Service of Greater Atlanta. It is a nonprofit organization providing financial counseling services to help individuals and families in need. CredAbility assists over 1 million clients annually with services such as housing counseling, budget and credit counseling, debt management plans, education, and bankruptcy assistance. It has experienced significant growth in counseling sessions, especially for housing-related issues. Research shows clients improve their financial confidence and most are able to avoid foreclosure after receiving CredAbility's counseling.
RitaGibson-TIS
Rita Gibson provides a range of financial services for both individuals and businesses, including life insurance, disability income insurance, retirement planning, and estate planning for individuals, and health insurance, key employee coverage, business succession planning, and retirement plans for businesses. She has over 25 years of experience helping clients increase and protect their wealth, minimize taxes, and protect assets. She serves middle- and upper-income families, professionals, business owners, and retirees in the Sacramento area.
Sca Jmp Profile 2011
This document summarizes the personal risk management services offered by Swingle Collins & Associates for high net-worth individuals and families. They provide customized insurance programs to protect clients' assets, property, and liability. Their team has extensive experience insuring exotic vehicles, homes, valuables, yachts, and more. They represent top insurance carriers and offer both domestic and international coverage to address all of clients' risk management needs.
1 Douglas William Deye
Doug started his own financial services company in 2010 after retiring from a career in financial planning spanning over 30 years. He earned degrees in chemical engineering and financial management and has extensive experience advising both individuals and institutions. Doug works with a team to provide comprehensive financial strategies and guidance to help clients achieve their goals. His areas of specialization include insurance, retirement planning, education funding and charitable giving strategies.
Sca Jmp Profile 2011
Swingle Collins & Associates provides holistic insurance programs and risk management for high net-worth individuals and families tailored to their needs. They offer both domestic and international coverage through major insurers. Their team personally manages client portfolios and the ongoing changes to their insurance programs. They have developed specialized programs for affluent clients covering a wide range of property, liability, and lifestyle risks.
16_90808_VOA_001_Mejlholm_8P BROCHURE_V2
Eddy Mejlholm is a wealth advisor at RBC Dominion Securities who provides personalized wealth management services to help clients achieve their financial goals. He uses a 5-step process involving introduction, discovery, strategy development, solution implementation, and ongoing service. Eddy works with a team including an associate and extended services in financial planning, estate consulting, and insurance to develop comprehensive plans. Clients range from those with over $250,000 in assets to high net worth individuals. As a member of RBC, Canada's largest financial institution, Eddy has access to full banking and investment resources to assist his clients.
Veredus Not for Profit- Meet the executive and interim's team profile.
This document provides information on several Directors and consultants within the Not For Profit division of Veredus, a recruitment firm. It introduces Joanna Thornton and Rob Hilyer, Directors who specialize in appointing interim managers for local authorities and non-profit organizations. It also mentions Catherine Andrews, Head of Not For Profit at Veredus, who has over 30 years of experience in the non-profit sector, and Alex Macleod, a consultant who has focused on executive and board appointments for non-profits.
Planning for Long-Term Care
Keith Towns founded Emerge Financial Group to provide individualized planning and guidance for long-term financial security, including managing the significant costs of long-term care which the majority of retirees will require. Emerge Financial Group helps clients explore options like long-term care insurance, hybrid plans combining annuities or life insurance with long-term care coverage, and accessing home equity to cover in-home or nursing home care costs that Medicare does not pay for. Working with a financial advisor well before retirement allows people to protect their wealth and create a sustainable plan to fund necessary long-term care expenses.
WFU-Law-Brochure1
Wake Forest Law students receive a rigorous education that prepares them for successful legal careers. Through small class sizes that foster collaboration, clinical experiences, and practical skills courses, students gain experience that makes them well-prepared to "hit the ground running" as new associates. Employers remark that Wake Forest Law graduates need minimal supervision and can immediately contribute high-quality work products.
National future benefits
National Future Benefits ranked #1 in its Arizona magazine's "Best of Arizona Business" in 2007, 2008, 2009 and 2010, having helped over 20,000 clients accomplish their estate and risk management planning objectives. The document discusses the benefits of estate and risk management planning such as avoiding probate, distributing assets according to one's desires, and protecting assets from lawsuits and creditors.
financial_seminars_information_june_2016_final
The document announces a series of 5 financial planning seminars hosted by Delta Hospital Foundation and presented by a financial advisor. The seminars will cover topics like basic investing principles, budgeting, retirement planning strategies, and making savings last in retirement. They will provide overviews and discussions around key financial concepts. The seminars will take place between June and November, from 6-8pm at Delta Hospital. Space is limited and those interested are instructed to contact Veronica Carroll at the phone number or email provided to reserve a spot.
Wayne Salsbury handout
Wayne Salsbury is a client manager at Cedar Brook Group who works exclusively with financial advisor David Robertson and his clients. He is responsible for managing client service requests and improving the client experience. His roles include investment research and analysis and overseeing the financial planning process. Salsbury holds his Series 7 and 66 securities licenses as well as an Ohio insurance license. He received his bachelor's degree in economics and finance in 2012 and has been working in the industry since graduation to become a financial planner.
What SEEDS Consulting is all about
SEEDS Consulting is an insurance recruiting firm that was founded in 2002 to provide qualified candidates and serve as a partner to both employers and employees. They specialize in insurance and have a 95% placement rate for one year or more. They find most of their candidates through networking and maintain long term relationships. Their comprehensive screening process ensures candidates are qualified, a good personality and cultural fit, and have passed background and reference checks. They serve various insurance clients and place candidates in a wide range of insurance positions using their industry knowledge and network of connections.
1 Douglas William Deye1
Douglas Deye is a financial planner and registered representative who started his own firm, Deye Financial Services, in 2010 to provide wealth accumulation and estate preservation strategies. He has experience as a financial planner at MetLife, UBS, and Standard Oil of New York. Deye holds an MBA in financial management from the University of Cincinnati and has received several honors and awards for his work. He is involved with numerous civic, alumni, and charitable organizations in the Cincinnati area.
retirement plan services_w-bio (2)
Gil Castillo is a wealth advisor with SWBC Wealth Management who brings a unique financial perspective to his clients. He spends significant time understanding each client's individual needs and concerns to effectively assess their situation and recommend appropriate financial solutions. Gil takes a well-rounded approach in providing products and services for investments, retirement plans, education, estate planning, and small business plans. He has over 16 years of experience as a financial advisor.
New FES corporate_overview 2015
www.Credit-Help.us is a career option that combines Corporate America with Entrepreneurial entity. We call it Hybrid Marketing.
Financial Planning: Building Your Wealth - webinar
How important is your financial security? The stock market has been improving since March, but where is it headed next?
As unemployment continues to grow and traditional methods of financing are becoming strained, join us as we take a look at the importance of Financial Planning. This webinar will walk you through the process of identifying and prioritizing your personal and business goals in order to implement a dynamic plan that will give you peace of mind.
One Charles Private Wealth Making and Impact
One Charles Private Wealth (OCPW) is a full service nationally recognized wealth management firm positively impacting our clients. We integrate a client’s whole life focusing on wealth protection and conscious planning to create sustainable solutions. OCPW provides long-term financial well-being for individuals, business - both philanthropic and for-profit, and financial advisors. Through our Circle of Care, we provide solutions around estate planning, investments, banking, and insurance. OCPW is an independent SEC-registered investment advisory firm, headquartered in Hingham, MA. For more information visit our website OneCharlesPW.com or call 617-337-4206.
BCC4047_PWRflyer1
Adam Claerbout offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Vital Solutions provides targeted financial solutions like disability insurance or rolling over retirement accounts. Extensive Solutions offers comprehensive financial planning by discovering clients' goals, evaluating their current arrangements, and adjusting their plan for future success. The Extensive Solutions process includes delivering a financial plan and then maintaining it through ongoing monitoring if retained by the client.
Retirement Planning while Life Keeps Changing
Holistic Financial and Retirement planning: introduction to personal and family security now and for Life.
FES Corporate_Overview. Less Than Perfect Credit Or Excessive Debt?
The document discusses the state of Americans' personal and financial affairs, noting that:
- Over 43 million people have credit scores below 599
- Nearly half of Americans don't know their credit score
- Average debt is over $225,000 while many have less than $500 in savings
- 49% have no retirement savings and only 18% feel on track for retirement
- 65% have no will, 82% have no trust, and 71% have no power of attorney
- Over $58 billion in unclaimed assets exist
It argues the primary reason for these issues is a lack of financial education. The company described provides financial education services and career opportunities to address this problem.
E ppt 4 vet rbs f
The Office of Veterans Affairs assists military members and dependents in receiving educational benefits such as free tuition. They provide counseling on VA resources and services available on campus. Their goal is to help veterans succeed in college. The document outlines the steps to get started which includes applying for admissions, contacting the VA office and financial aid, as well as applying for benefits. It also lists resources available including financial aid, counseling, and academic credit for military service.
Financial planning by bhavesh patel, cga
The document discusses the importance of personal financial planning and outlines key components of a comprehensive financial plan, including defining goals, risk management through insurance, savings and investment strategies, and estate planning. It emphasizes taking action to develop a plan with the help of financial advisors in order to avoid failing to achieve financial objectives and prepare for life's uncertainties. Committing to a financial plan is presented as crucial for achieving both practical and spiritual goals.
Wendell Charles Financial Planning Overview
Wealth management services encompass more than just investing. PLAN IT by Wendell Charles is a financial planning process that guides our clients through improving their financial lives step by step.
Fes corporate overview_2016
- Many Americans are in poor financial shape based on various metrics like credit scores, debt levels, savings, and retirement preparedness.
- The main reason for this is a lack of financial education according to the document.
- The document then describes a company called Financial Education Services that provides financial education and services to help protect people's identities, credit, finances, families, lifestyles and futures.
- It outlines the various services and benefits included in a Protection Plan membership, as well as career opportunities to sell memberships and services.
Credit Repair Service in India
At www.rectifycredit.com our core objective is to help you at every stage of credit life cycle and re-establishing your good credit profile. RectifyCredit has a team of highly qualified and experienced professionals with domain expertise in credit risk.
Intro to Homeownership
This document provides an introduction to homeownership. It discusses Origin SC, an organization that provides financial counseling and education. It then gives a brief overview of credit scores, including how they are calculated and how to improve a score. The document outlines different types of home loans and down payment assistance programs. It emphasizes consulting a homebuyer counselor first in the homebuying process. Finally, it advertises additional financial workshops and one-on-one coaching sessions.
LMC HR Flyer
LMC HR Consulting is a joint venture between Letcher Moroney Chartered Accountants and Collins HR Consulting that provides human resource, training, and work health and safety services. It can offer advice on various HR and WHS issues as well as undertake short and long term projects. Scott Collins is an expert in areas like employee relations, work health and safety compliance, people and performance, HR processes, and return to work advice related to work cover.
Intro to Homeownership Workshop
This document provides an overview of homeownership topics including an introduction to Origin SC, credit scores, types of lending products, down payment assistance, the home buying team, financial literacy counseling, and next steps. It discusses how Origin SC empowers individuals through advocacy, counseling and education. It also provides a brief overview of how credit scores are calculated, what different credit score ranges mean, and how to improve a credit score. The document outlines conventional, FHA, USDA, and VA loan types as well as fixed and adjustable rate mortgages. It notes that down payment assistance programs have individual guidelines and can be forgivable or repayable. Financial literacy counseling includes reviewing a credit report and developing an action plan. The document
More Related Content
What's hot
Planning for Long-Term Care
Keith Towns founded Emerge Financial Group to provide individualized planning and guidance for long-term financial security, including managing the significant costs of long-term care which the majority of retirees will require. Emerge Financial Group helps clients explore options like long-term care insurance, hybrid plans combining annuities or life insurance with long-term care coverage, and accessing home equity to cover in-home or nursing home care costs that Medicare does not pay for. Working with a financial advisor well before retirement allows people to protect their wealth and create a sustainable plan to fund necessary long-term care expenses.
WFU-Law-Brochure1
Wake Forest Law students receive a rigorous education that prepares them for successful legal careers. Through small class sizes that foster collaboration, clinical experiences, and practical skills courses, students gain experience that makes them well-prepared to "hit the ground running" as new associates. Employers remark that Wake Forest Law graduates need minimal supervision and can immediately contribute high-quality work products.
National future benefits
National Future Benefits ranked #1 in its Arizona magazine's "Best of Arizona Business" in 2007, 2008, 2009 and 2010, having helped over 20,000 clients accomplish their estate and risk management planning objectives. The document discusses the benefits of estate and risk management planning such as avoiding probate, distributing assets according to one's desires, and protecting assets from lawsuits and creditors.
financial_seminars_information_june_2016_final
The document announces a series of 5 financial planning seminars hosted by Delta Hospital Foundation and presented by a financial advisor. The seminars will cover topics like basic investing principles, budgeting, retirement planning strategies, and making savings last in retirement. They will provide overviews and discussions around key financial concepts. The seminars will take place between June and November, from 6-8pm at Delta Hospital. Space is limited and those interested are instructed to contact Veronica Carroll at the phone number or email provided to reserve a spot.
Wayne Salsbury handout
Wayne Salsbury is a client manager at Cedar Brook Group who works exclusively with financial advisor David Robertson and his clients. He is responsible for managing client service requests and improving the client experience. His roles include investment research and analysis and overseeing the financial planning process. Salsbury holds his Series 7 and 66 securities licenses as well as an Ohio insurance license. He received his bachelor's degree in economics and finance in 2012 and has been working in the industry since graduation to become a financial planner.
What SEEDS Consulting is all about
SEEDS Consulting is an insurance recruiting firm that was founded in 2002 to provide qualified candidates and serve as a partner to both employers and employees. They specialize in insurance and have a 95% placement rate for one year or more. They find most of their candidates through networking and maintain long term relationships. Their comprehensive screening process ensures candidates are qualified, a good personality and cultural fit, and have passed background and reference checks. They serve various insurance clients and place candidates in a wide range of insurance positions using their industry knowledge and network of connections.
1 Douglas William Deye1
Douglas Deye is a financial planner and registered representative who started his own firm, Deye Financial Services, in 2010 to provide wealth accumulation and estate preservation strategies. He has experience as a financial planner at MetLife, UBS, and Standard Oil of New York. Deye holds an MBA in financial management from the University of Cincinnati and has received several honors and awards for his work. He is involved with numerous civic, alumni, and charitable organizations in the Cincinnati area.
What's hot (7)
Similar to Dean brochure Final ver2
retirement plan services_w-bio (2)
Gil Castillo is a wealth advisor with SWBC Wealth Management who brings a unique financial perspective to his clients. He spends significant time understanding each client's individual needs and concerns to effectively assess their situation and recommend appropriate financial solutions. Gil takes a well-rounded approach in providing products and services for investments, retirement plans, education, estate planning, and small business plans. He has over 16 years of experience as a financial advisor.
New FES corporate_overview 2015
www.Credit-Help.us is a career option that combines Corporate America with Entrepreneurial entity. We call it Hybrid Marketing.
Financial Planning: Building Your Wealth - webinar
How important is your financial security? The stock market has been improving since March, but where is it headed next?
As unemployment continues to grow and traditional methods of financing are becoming strained, join us as we take a look at the importance of Financial Planning. This webinar will walk you through the process of identifying and prioritizing your personal and business goals in order to implement a dynamic plan that will give you peace of mind.
One Charles Private Wealth Making and Impact
One Charles Private Wealth (OCPW) is a full service nationally recognized wealth management firm positively impacting our clients. We integrate a client’s whole life focusing on wealth protection and conscious planning to create sustainable solutions. OCPW provides long-term financial well-being for individuals, business - both philanthropic and for-profit, and financial advisors. Through our Circle of Care, we provide solutions around estate planning, investments, banking, and insurance. OCPW is an independent SEC-registered investment advisory firm, headquartered in Hingham, MA. For more information visit our website OneCharlesPW.com or call 617-337-4206.
BCC4047_PWRflyer1
Adam Claerbout offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Vital Solutions provides targeted financial solutions like disability insurance or rolling over retirement accounts. Extensive Solutions offers comprehensive financial planning by discovering clients' goals, evaluating their current arrangements, and adjusting their plan for future success. The Extensive Solutions process includes delivering a financial plan and then maintaining it through ongoing monitoring if retained by the client.
Retirement Planning while Life Keeps Changing
Holistic Financial and Retirement planning: introduction to personal and family security now and for Life.
FES Corporate_Overview. Less Than Perfect Credit Or Excessive Debt?
The document discusses the state of Americans' personal and financial affairs, noting that:
- Over 43 million people have credit scores below 599
- Nearly half of Americans don't know their credit score
- Average debt is over $225,000 while many have less than $500 in savings
- 49% have no retirement savings and only 18% feel on track for retirement
- 65% have no will, 82% have no trust, and 71% have no power of attorney
- Over $58 billion in unclaimed assets exist
It argues the primary reason for these issues is a lack of financial education. The company described provides financial education services and career opportunities to address this problem.
E ppt 4 vet rbs f
The Office of Veterans Affairs assists military members and dependents in receiving educational benefits such as free tuition. They provide counseling on VA resources and services available on campus. Their goal is to help veterans succeed in college. The document outlines the steps to get started which includes applying for admissions, contacting the VA office and financial aid, as well as applying for benefits. It also lists resources available including financial aid, counseling, and academic credit for military service.
Financial planning by bhavesh patel, cga
The document discusses the importance of personal financial planning and outlines key components of a comprehensive financial plan, including defining goals, risk management through insurance, savings and investment strategies, and estate planning. It emphasizes taking action to develop a plan with the help of financial advisors in order to avoid failing to achieve financial objectives and prepare for life's uncertainties. Committing to a financial plan is presented as crucial for achieving both practical and spiritual goals.
Wendell Charles Financial Planning Overview
Wealth management services encompass more than just investing. PLAN IT by Wendell Charles is a financial planning process that guides our clients through improving their financial lives step by step.
Fes corporate overview_2016
- Many Americans are in poor financial shape based on various metrics like credit scores, debt levels, savings, and retirement preparedness.
- The main reason for this is a lack of financial education according to the document.
- The document then describes a company called Financial Education Services that provides financial education and services to help protect people's identities, credit, finances, families, lifestyles and futures.
- It outlines the various services and benefits included in a Protection Plan membership, as well as career opportunities to sell memberships and services.
Credit Repair Service in India
At www.rectifycredit.com our core objective is to help you at every stage of credit life cycle and re-establishing your good credit profile. RectifyCredit has a team of highly qualified and experienced professionals with domain expertise in credit risk.
Intro to Homeownership
This document provides an introduction to homeownership. It discusses Origin SC, an organization that provides financial counseling and education. It then gives a brief overview of credit scores, including how they are calculated and how to improve a score. The document outlines different types of home loans and down payment assistance programs. It emphasizes consulting a homebuyer counselor first in the homebuying process. Finally, it advertises additional financial workshops and one-on-one coaching sessions.
LMC HR Flyer
LMC HR Consulting is a joint venture between Letcher Moroney Chartered Accountants and Collins HR Consulting that provides human resource, training, and work health and safety services. It can offer advice on various HR and WHS issues as well as undertake short and long term projects. Scott Collins is an expert in areas like employee relations, work health and safety compliance, people and performance, HR processes, and return to work advice related to work cover.
Intro to Homeownership Workshop
This document provides an overview of homeownership topics including an introduction to Origin SC, credit scores, types of lending products, down payment assistance, the home buying team, financial literacy counseling, and next steps. It discusses how Origin SC empowers individuals through advocacy, counseling and education. It also provides a brief overview of how credit scores are calculated, what different credit score ranges mean, and how to improve a credit score. The document outlines conventional, FHA, USDA, and VA loan types as well as fixed and adjustable rate mortgages. It notes that down payment assistance programs have individual guidelines and can be forgivable or repayable. Financial literacy counseling includes reviewing a credit report and developing an action plan. The document
Presentation 2012
College Savings Bank has been helping families save for higher education since 1987 through state 529 college savings plans like the Arizona Family College Savings Program, with a mission to treat beneficiaries like family and provide reliable investment options through advisors. The document provides information on Jason Lampa, a representative who has raised over $2 billion for the company, and outlines the company's products, benefits for clients and advisors, and answers common questions.
College Savings Bank
College Savings Bank has been helping families save for higher education since 1987 through state 529 college savings plans like the Arizona Family College Savings Program, with a mission to treat beneficiaries like family and provide reliable investment options through advisors. The document provides information on Jason Lampa, a representative who has raised over $2 billion for the company, and outlines the company's products, benefits for clients and advisors, and answers common questions.
Club Leadership Education - Train the Trainer 2010
Club Leadership Education (CLE) time is rapidly approaching. Since the materials for CLE are being updated, Kiwanis International will be providing Webinars to bring current trainers up to speed on those changes.
Elevations Culture Book
Elevations Credit Union is a nonprofit financial cooperative that has served the Front Range of Colorado since 1953. It began on the steps of the University of Colorado Boulder and now has over 100,000 members. Elevations focuses on building long-term relationships with members through community involvement and acting in their best interests. The culture emphasizes having a career instead of just a job, with benefits, learning opportunities, and a fun work environment.
Spencer Pogue Flyer
Spencer D. Pogue is a member relationship manager at the Rayburn Branch of Congressional Federal Credit Union with over a decade of financial services experience. As a relationship manager, Pogue provides personalized financial solutions and exceptional member service. Congressional Federal Credit Union offers a full suite of banking products and services including loans, credit cards, mortgages, investments and insurance through a dedicated relationship manager to members.
Similar to Dean brochure Final ver2 (20)
Financial Planning: Building Your Wealth - webinar
Financial Planning: Building Your Wealth - webinar
FES Corporate_Overview. Less Than Perfect Credit Or Excessive Debt?
FES Corporate_Overview. Less Than Perfect Credit Or Excessive Debt?
Club Leadership Education - Train the Trainer 2010
Club Leadership Education - Train the Trainer 2010
Dean brochure Final ver2
- 1. “Your Future… ...Our Concern” Dean I. Cronister, CSA, CEP,CLTC President/CEO Celebrating over 40 years of dedicated professional service 1205 Stonebriar Ct. Naperville, IL 60540 Bus: 630-710-7474 Email: dfcltd2001@aol.com
- 2. Experience/Achieveme nts • Over 40 Years Experience in Financial Services Industry • Certified Financial Advisor • Certified Long Term Care • Certified Senior Advisor • Certified Estate Planner • CLU Candidate • Member NAIFA • College Degree in Business Administration PRODUCTS OFFERED: • Individual Life Insurance • Fixed Immediate & Deferred Annuities • Long-Term Care Insurance • Health Insurance • Disability Income Insurance PERSONAL PLANNING FOR: • Life Insurance & Estate Planning • Social Security Planning • College Funding • Mortgage Protection • Charitable Giving • Retirement Funding BUSINESS PLANNING FOR: • Risk Management Solutions • Buy-Sell Funding Solutions • Executive Bonus Plans • Key Person Protection • Voluntary Payroll Deduction Programs • Qualified Plans Funding: SEPs Keoghs IRA’s P e n s i o n s
- 3. COMPANIES REPRESENTED: • Allianz Life • American Equity • Blue Cross / Blue Shield • Fidelity & Guaranty Life • Guaranty Income Life • Illinois Mutual • John Hancock • Mutual of Omaha • North American Life • Prudential • Transamerica Life INDEPENDENT MKTG./ORG • Advisors Financial & Ins. Group • NIDA Marketing Group • Tucker Advisors Group