Eddie Knezevich
Financial Professional | BOLI | Executive Benefits | Institutional Insurance | Alternative Investments
- Role
- Co-founder Educator at Next Level Continuing Education
- Location
- New Albany, OH, US
- LinkedIn followers
- 500 followers
About Eddie Knezevich
Most banks and business owners unknowingly leave significant capital efficiency on the…
Experience
Co-founder Educator
Next Level Continuing Education
Jun 2016 — Present · Columbus, OH, US
Virtual continuing education to various professionals across the country including: Real Estate Agents, Attorney\'s, CPA\'s, and Physicians. Serving: Ohio, Florida, & Texas
Education
New Albany High School
Diploma, General Studies
2002 — 2006
The Ohio State University
Bachelor of Arts (B.A.), Political Science
2006 — 2011
Harvard Business School Online
Accounting and Finance
2021 — 2022
Skills
- Deferred Compensation Plans
- Executive Benefit Strategies
- Buy-Sell Agreements
- Business Continuation Strategies
- Series 6
- College Funding Strategies
- Salary Continuation
- Universal Life Insurance
- Informal Business Valuation
- Disability Income Insurance
- Pension Funds
- Variable Annuities
- Student Loan Repayment
- Business Overhead Expense
- Charitable Giving
- Long-Term Care Insurance
- Roth Iras
- Tax-Deferred Savings
- Estate Planning
- Key Person Insurance
- 401 (K)
- Income Protection
- Survivor Income
- Term Life Insurance
- Asset Allocation
- Mutual Funds
- Dental Insurance
- Simple Ira
- Sep Ira
- Series 63
- Split Dollar Plans
- Wealth Accumulation
- Financial Needs Analysis
- 403 (B)
- Captive Insurance
- Wellness Programs
- Supplemental Retirement Income
- Entrepreneurship
- Traditional Ira
- Buy-Sell Review
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.