Arun Lai
Retirement Planning Specialist at Equitable Advisors
- Role
- Retirement Planning Specialist at Equitable Advisors
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Arun Lai
My education, experience and professional association have fostered my practical approach…
Experience
Retirement Planning Specialist
Jan 2000 — Present · Cincinnati, OH, US
I provide financial products and services to individuals and small businesses, including asset allocation strategies, retirement funding, and estate planning strategies, annuity products, life insurance products, and mutual funds. Securities products and services are offered through Equitable Advisors.Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals. Then, if it is suitable, as a registered representative of Equitable Advisors and an insurance agent of Equitable Network, I’ll recommend the appropriate products and services to help you execute your strategy.
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