Don C. Joe
Founder / CEO at Compass Financial Strategies helping families and business owners develop a sound financial strategy.
- Role
- Agent at New York Life
- Location
- Cleveland, MS, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Don C. Joe
In the financial world of working with clients, each profession has a particular duty…
Experience
Agent
Aug 2010 — Present · Cleveland, MS
Agent licensed to sell insurance through New York Life Insurance Company
Skills
- 529 Plans
- Mutual Funds
- Sales
- Variable Annuities
- Disability Insurance
- Insurance
- Key Person Protection
- Wealth Accumulation Strategies
- Securities
- Food & Beverage
- Term Life Insurance
- Coverdell
- Retirement Planning
- Business Continuity Planning
- Restaurant Management
- Permanent Life Insurance
- Estate Planning
- Wine Lists
- College Funds
- Customer Service
- Traditional Ira
- Self Directed Ira
- Leadership
- Guaranteed Lifetime Income
- Tax Free Income
- Financial Services
- Food Service
- Series 6
- College Savings Plans
- Fixed Annuities
- 401k Rollovers
- Simple Ira
- Estate Tax Planning
- Wine & Spirits Industry
- Whole Life Insurance
- 401k
- Irrevocable Life Insurance Trusts
- Life Insurance
- Sep Ira
- Long Term Care Insurance
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