Bio
Experience
-
-
Independent Insurance Agent
-
Mar 2005 - Present
Financial Planning, Estate planning-Wealth Transfer, Family planning-Final Expense
-
-
-
-
Internal Revenue Service
-
Jun 1989 - Mar 1998
Taxpayer Service Representative- Explained Notices and advised courses of action to comply.
-
-
-
-
Independent Insurance Agent
-
Oct 1972 - Dec 1988
Retired since 2005. Independent agent active in selling and marketing, primarily estate planning, annuities, and final expense planning. C.L.U.designation. BBB designation since 2009 with no complaints. 713-772-9976, [email protected]
-
-
Education
-
1983 - 1993American College Bryn Mawr, Pennsylvania
-
1983 - 1993American College Bryn Mawr, Pennsylvania
-
1966 - 1968University of Houston
-
1960 - 1962The University of Texas at Austin
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community