George Haas
Independent Life and Health Insurance Agent at Money Concepts- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English -
Topline Score
Bio
Credentials
-
IAR - Investment Adviser Representative
FINRA (Financial Industry Regulatory Authority)Feb, 2018- Nov, 2024 -
Variable Contracts Agent
California Department of InsuranceDec, 2014- Nov, 2024
Experience
-
Money Concepts
-
United States
-
Financial Services
-
300 - 400 Employee
-
Independent Life and Health Insurance Agent
-
Apr 2014 - Present
My focus is on life insurance, annuities, long term care, and health insurance solutions offered through the Money Concepts platform. They sort through the confusion of insurance to find the very best solutions, so that I can offer them to you.I work closely with my associate, Anthony Rovai, Financial Advisor, Realtor, and Mortgage Broker, out of the Capitola office, serving the Santa Cruz, and Monterey Bay region.
-
-
Independent Financial Advisor
-
Mar 2015 - Present
Investment Advisor RepresentativeIndependent Financial PlannerVariable Contracts AgentDisclaimerMoney Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. MoneyConcepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on its’ site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.This Page is intended for US persons only. Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its’ content. Third party remarks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember, investing involves risks, and the value of your investment will fluctuate over time, and you may gain or lose money.All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC© 1979-2010 Money Concepts International Inc. Show less
-
-
Investment Advisor Representative
-
Mar 2015 - Present
Investment Advisor RepresentativeProperty/Casualty Agent/BrokerLife-Only AgentAccident and Health AgentVariable Contracts Agent appointed with Money Concepts International, Inc. - Capitola, CA office
-
-
-
Farmers Insurance
-
United States
-
Insurance
-
700 & Above Employee
-
Insurance Agent
-
Apr 2013 - Dec 2014
Personal Lines, Commercial lines, Business Owner's Liability, Workers Comp, Home, Auto, Surplus Lines Personal Lines, Commercial lines, Business Owner's Liability, Workers Comp, Home, Auto, Surplus Lines
-
-
-
-
Photographer
-
Jan 2000 - Jan 2014
-
-
Education
-
Washington State University
Bachelor of Arts (B.A.), Business/Managerial Economics