Duane Stevens
Senior Vice President, Wealth Services at Alera Group working with successful individuals and businesses
- Role
- Senior Vice President, Wealth Services at Alera Group Gcg Financial
- Location
- Naperville, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Duane Stevens
I have been passionate about the field of financial services since 1996. As a Registered…
Experience
Senior Vice President, Wealth Services
Apr 1999 — Present
Skills
- Long Term Care Insurance
- Estate Planning
- Intergenerational Wealth Transfer
- Variable Annuities
- Tax-Advantaged Investment Strategies
- Charitable Gift Planning
- Key Person Protection
- Irrevocable Life Insurance Trusts
- Chfc
- Buy-Sell
- Holistic Financial Planning
- Sep Ira
- Permanent Life Insurance
- Disability Insurance
- Wealth Preservation Planning
- Clu
- Cltc
- Certified Financial Planner
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