Topline Score

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

You need to have a working account to view this content. Click here to join now
Paula Clark-Lavin

Ms. Carter is exceptional. I am deeply impressed with her wise counsel, impeccable integrity and genuine interest in my well-being and future financial aspirations. She is also my "go to" person for all questions I have relating to my health care needs. If my questions are not in her field of expertise she finds the answer for me!!! I highly recommend her to you.

Shawn Dugan, President

Grace is a personable, well liked, hard working, business partner. She is pinacle to our operation and for her clients. Grace continues to developing business through trusted relationships and outreach to the community through her volunteerism. Her integrity and eagerness to serve is unsurpassed, as well as developing solutions for her clients, and providing strategic developmental plans for the firm.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Experience

    • Real Estate
    • 1 - 100 Employee
    • Real Estate Agent
      • Jun 2023 - Present
    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Licensed Sales Representative
      • Jul 2016 - Present

      Providing solutions to Medicare Beneficiaries who prefer a continued resource even after enrollment. Providing solutions to Medicare Beneficiaries who prefer a continued resource even after enrollment.

    • United States
    • Medical Practices
    • Independent Life Insurance Agent
      • Sep 2009 - Present

      It is my desire to influence people to take their life and retirement seriously and take action. It's that simple. It is my desire to influence people to take their life and retirement seriously and take action. It's that simple.

    • Pre-Planning Advisor
      • Oct 2015 - Feb 2017

      It is a rare gesture that benefits both ourselves as well as others. Planning your memorial is just such an act. After all, when the time comes, alleviating the stress from those who love us of having to interpret our final wishes is indeed a gift. One that's yours to give. The celebration of your lifetime begins here. It is a rare gesture that benefits both ourselves as well as others. Planning your memorial is just such an act. After all, when the time comes, alleviating the stress from those who love us of having to interpret our final wishes is indeed a gift. One that's yours to give. The celebration of your lifetime begins here.

    • Regional Manager
      • Jan 2015 - May 2015

      Developing and inspiring Advisors to accomplish their goals as they help clients meet their wants and desires now and the future. Developing and inspiring Advisors to accomplish their goals as they help clients meet their wants and desires now and the future.

    • Representative
      • Nov 2009 - Jan 2015

      Retirement Income Planning Life Insurance Long-Term Care Annuities IRAs Social Security Optimization Retirement Income Planning Life Insurance Long-Term Care Annuities IRAs Social Security Optimization

    • Sales Agent
      • Apr 2007 - Oct 2009
    • United States
    • Financial Services
    • 700 & Above Employee
    • Agent
      • 2005 - 2006

Education

  • Georgia Southern University
    1975 - 1977

Community

You need to have a working account to view this content. Click here to join now