Alan Palay
Palay Financial Services
- Role
- Owner at Palay Financial Services
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Alan Palay
Attention Small Business Owners.You may already qualify for per year for your Tax-Free Retirement PlanOVER 700 Tax CreditsRebates & Incentives areCURRENTLY AVAILABLEEmail me to schedule a spot: a•••@palayfinancialservices.com
Experience
Owner
Dec 2003 — Present · Milwaukee, WI, US
I believe that Insurance is a personal contact business. I want to learn about you as an individual and find out about your goals and concerns. Everyone has their own unique goals and concerns and I will always listen to you to understand your personal situation. With your permission, I will help determine which financial plan is right for you and your family.I will develop a strategy that is affordable and suitable for your future plans.
Education
University of Wisconsin–Oshkosh
Bachlor of Science
1968 — 1972
Skills
- Sales Management
- Life Insurance
- Strategic Planning
- Team Building
- Management
- Training
- General Insurance
- New Business Development
- Universal Life
- Medicare
- Social Media
- Leadership
- Long-Term Care
- Health Insurance
- Public Speaking
- Underwriting
- Fixed Annuities
- Umbrella Insurance
- Business Development
- Customer Service
- Term Life Insurance
- Marketing Strategy
- Insurance
- Marketing
- Small Business
- Retirement Planning
- Microsoft Office
- Sales
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