Karyn D.

Vice President at RIA Insurance Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Bio

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Credentials

  • Accredited Estate Planner
    -
  • CLU, ChFC, AEP
    -
  • Series 7, 65
    -
  • life and health
    -
  • series 7
    FINRA (Financial Industry Regulatory Authority)

Experience

  • RIA Insurance Solutions
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President
      • Oct 2019 - Present

      RIA Insurance Solutions partners with RIAs and fee-only planning consultants in helping to provide retirement income, business, estate, LTC, and advanced planning solutions for their clients. Depending on the IARs needs, we can do all the heavy lifting, including case design, illustrations, point-of-sale support, facilitating the application, and processing the business to completion. We provide RIAs with the ability to provide unbiased insurance solutions to their clients as part of a holistic plan while allowing them to do what they do best... being a fiduciary advocate for their clients. Show less

  • Waddell & Reed
    • United States
    • Financial Services
    • 700 & Above Employee
    • Sr Consultant, Insurance Planning
      • 2013 - Sep 2019

      Increasing insurance sales through marketing activities. Consult with advisors on risk management and advanced market concepts, case design, sales strategies, and product options. Develop and deliver online trainings for field, eMoney financial planning, create marketing and prospecting materials. Supervise Retirement and Insurance Planning teams. Areas of expertise include executive benefits, annuities, estate planning, disability, LTC, and life insurance. Financial planning software. Series 7, 63, 65, Life and Health. Show less

  • Voya Financial Advisors
    • Financial Services
    • 200 - 300 Employee
    • Wealth Management Advisor
      • 2012 - 2013

  • Elevations Credit Union
    • United States
    • Banking
    • 400 - 500 Employee
    • Wealth Management Advisor
      • 2009 - 2012

      Wealth management advisor, IAR, financial planning Wealth management advisor, IAR, financial planning

Education

  • San Jose State University
    M.S. Cybernetics and General Systems Theory
  • The American College
    CLU, ChFC

Community

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