Claude J Wingfield

Mortgage Loan Processor at Pinnacle Mortgage Corp. - Manchester, NH

Role
Mortgage Loan Processor at Pinnacle Mortgage Corp
Location
Boston, MA, US
LinkedIn followers
500 followers

Experience

  1. Mortgage Loan Processor

    Pinnacle Mortgage Corp

    Jul 2020 — Present · Manchester, NH, US

Skills

  • Business Succession Planning
  • Ira Rollovers
  • Retirement Planning
  • Supplements to Employee Benefits
  • Key Person Insurance
  • Service Delivery
  • 410(K) Rollovers
  • Annuity Sales
  • Lifetime Income Strategies
  • Multi-Generational Planning
  • Term Life Insurance
  • Personal Finance
  • Protection Planning/Family Security
  • Legacies
  • Building Relationships
  • Wealth Preservation Planning
  • Succession Planning
  • Customer Relations
  • Relationship Management
  • Small Business
  • Permanent Life Insurance
  • Creative Problem Solving
  • Investments
  • Account Management
  • Licensed Life Insurance Agent
  • Customer Satisfaction
  • Risk Management
  • Life Insurance Strategies
  • Wealth Transfer Strategies
  • Grandchild Gifting
  • Business Networking
  • Thought Leadership
  • Charitable Giving
  • Licensed in Long Term Care Insurance
  • Financial Services
  • Life Insurance
  • Gifting Strategies
  • Multi-Generational Wealth Transfer
  • Customer Insight
  • Leadership

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Claude J Wingfield — Mortgage Loan Processor at Pinnacle Mortgage Corp in Boston, MA, US | Unifers