Alan Yen
Financial Tax Strategist - Helping Families Achieve A Tax Free Future
- Role
- Iul Specialist at Laser Financial
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Iul Specialist
Sep 2022 — Present · Salt Lake City, UT, US
Structuring clients cash value life insurance policies to fit their needs, wants and goals. While optimizing clients assets with tax free income, safety of principle and liquidity of cash.
Skills
- Microsoft Word
- Financial Analysis
- Options
- Trading
- New Business Development
- Social Media Marketing
- Powerpoint
- Microsoft Excel
- Promotions
- Customer Service
- Negotiation
- Microsoft Office
- Sales
- Management
- Marketing
- Insurance
- Leadership
- Auto Claims
- Strategic Planning
- Insurance Adjusting
- Social Media
- Excel
- Analysis
- Claim
- Real Estate
- Word
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