Ana Milena Castaneda
Insurance Agent
- Role
- Insurance Broker at Colonial Life
- Location
- Pompano Beach, FL, US
- LinkedIn followers
- 500 followers
Experience
Insurance Broker
Aug 2013 — Present
I am an insurance broker, I am 220 and 215 licenses which allows me to serve very well my clients with the best options in the market. I work with different carriers and I bring to the company the best options for their employee benefits package. I partner with a Payroll company so we can give real solutions to the business and help them to save dollars that employees will love to have better benefits packages.
Education
Universidad Icesi
Business
1985 — 1990
Universidad Icesi
Specialization
1995 — 1997
The University of Iowa Tippie College of Business
B.A
2003 — 2005
Skills
- Banking
- Mutual Funds
- Key Man Insurance
- Credit
- Commercial Loans
- 529 Plans
- Customer Service
- Fixed Annuities
- Medicare
- Investments
- Retirement
- Strategic Financial Planning
- Education Funding
- Key Person Insurance
- Life Insurance
- Finance
- Financial Analysis
- Long Term Care Insurance
- Financial Services
- Medicaid
- Portfolio Management
- Loans
- Trading
- Health Insurance
- 403 B Plans
- Term Life Insurance
- Disability Insurance
- Financial Planning
- Commercial Lending
- Traditional Ira
- Qualified Retirement Plans
- Roth Ira
- Bilingual
- Small Business
- Variable Annuities
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