Warren, CLU, ChFC, LUTCF
, of San Antonio, Texas, reports that "It is truly gratifying to help my clients meet the needs of their children with special needs through the special needs and financial planning process, When I present my recommendations and outline the action steps that my clients need to take to implement their plan, it seems as if I am lifting a great weight from their shoulders.
According to Cassie Monson, CIC, CLTC, LUTCF
, agency manager of Dakota Financial Services in Aberdeen, S.
, has more than 10 years of experience in advanced estate planning and asset management.
com)-- Dan Anderson, LUTCF
, an Investment Advisor Representative with NEXT Financial Group, Inc.
Some of the most influential bloggers in the industry have been featured in The Benefits Package, including Henry Stern, LUTCF
, CBC of InsureBlog--where this week's edition of The Benefits Package is hosted--and Jennifer Benz of Benz Communications Blog, who will host the next edition of the carnival on Jan.
WASHINGTON, April 9, 2014 /PRNewswire-USNewswire/ --Cole Tucker, CIC, CRM, LUTCF
,of Mechanicsville, Virginia, has been named the 2014 Professional Agent of the Year by the National Association of Professional Insurance Agents (PIA).
Scritchfield, CFP, LUTCF
, is president of Montgomery Financial Group in Damascus Md.
Winter Park, and Dale Maloney, LUTCF
, CSA, Benefits Division, Inc.
Ann Baker Ronn, LUTCF
, has been with The AFP Group in Houston since 1991 and counts helping people achieve financial success among her passions.
, at Forecast Strategic Advisors, 600 Fairmount Ave.
, of Plummer Financial Services, Memphis, TN, has been named Signator Investors' Representative of the Year for 2013.
Lile brings many years of experience as an executive in the insurance industry and is a designated Registered Health Underwriter (RHU) as well as a designated and distinguished LUTCF
- Life Underwriters Training Counsel Fellow.