Chaim David Neuman
Financial services professional with FNR Financial Strategies Inc. helping individuals and business owners
- Role
- Licensed Agent at New York Life
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Licensed Agent
Jul 2008 — Present
Agent licensed to sell insurance through New York Life Insurance Company.
Education
The American College of Financial Services
Bachelor’s Degree, Financial Planning and Services
2010 — 2011
The American College of Financial Services
RICP Retirement income certified professional , retirement income planning
2015 — 2016
The American College of Financial Services
Bachelor’s Degree, Finance, General
2014 — 2016
Skills
- Qualified Retirement Plans
- Series 6
- Insurance
- Term Life Insurance
- Personal Finance
- Life Insurance Strategies
- Small Business
- Variable Life
- Iras
- Estate Planning
- Retirement
- Disability Insurance
- Whole Life
- Employee Benefits
- Long-Term Care
- Mutual Funds
- Variable Annuities
- Retirement Planning
- Investments
- Legacy Planning
- Fixed Annuities
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