Carson Stephens
Principal at Carson Stephens Capital Strategies, serving business, physician, attorney, and individual clients.
- Role
- Insurance Agent at New York Life
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Carson Stephens
I offer a variety of products that can help you meet a number of insurance and financial…
Experience
Insurance Agent
Oct 2008 — Present · Bastrop, TX, US
Agent licensed to sell insurance through New York Life Insurance Company.
Education
The University of Texas at Austin
BMus, Music Composition and Education
1968 — 1973
The University of Texas at Austin
Postdoctoral Fellowship, Higher Ed Admin
1995 — 1997
Drew University
DMin, Organizational Leadership
1989 — 1991
Skills
- Gifting Strategies
- Multi-Generational Wealth Transfer
- Buy Sell Agreements
- Wealth Preservation Planning
- Customer Satisfaction
- Leadership
- Licensed in Long Term Care
- Legacy Planning
- Risk Management
- Customer Service
- 401k Rollovers
- Retirement
- Annuity Sales
- Estate Planning
- Public Speaking
- Retirement Planning
- Term Life Insurance
- Creative Problem Solving
- Business Insurance Planning
- Lifetime Incomce Strategies
- Long-Term Customer Relationships
- Account Management
- Key Person Insurance
- Writing
- Buy-Sell Agreements
- Fixed Annuities
- Small Business
- Business Succession
- Charitable Giving
- Management
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