Elizabeth Dorsey
Financial Representative @Northwestern Mutual
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WORK HISTORY
Financial Representative @Northwestern Mutual
With over fifteen years of experience, the following designations have been achieved in alignment with Elizabeth’s commitment to provide clients with innovative, relevant solutions for their personal and business needs. CLU® (Chartered Life Underwriter® ) symbolizes continuing growth and commitment to professionalism. By being CLU certified, it represents a level of life insurance expertise that exceeds basic life insurance underwriting requirements, the knowledge to help clients with estate planning needs and the extensive knowledge of solutions addressing the life insurance underwriting needs of business owners & professionals. RICP® (Retirement Income Certified Professional ®) focuses on those who are at or near retirement build a plan to ensure they meet their retirement income and other financial goals through their nonworking years and manage the many risks they may face. As coordinated planning & better decision making can improve retirement security, retirement income planning is a very rewarding area within financial planning. LUTCF® (The Life Underwriter Training Council Fellow) program focuses on fundamental prospecting, selling, and practice management skills, as well as working knowledge of the four practice specialties. Contact Elizabeth today: 3••••••••@nm.comElizabeth’s Team: Madeline LeBreton, Office Manager 3••••••••@nm.com Katrice King, NMIS Operations 5••••••••@nm.com Sarah Pierce, Financial Planning Business Consultant elizabethgdorsey.nm.com
EDUCATION
University of Louisiana at Lafayette
Bachelor of Science
SKILLS
ABOUT ELIZABETH DORSEY
There are 330 million American Dreams – yours is closer than you think. As a financial advisor, Elizabeth can design a plan that gets you there. Elizabeth’s mission is to empower her clients to gain the confidence and optimism around their financial planning. With over fifteen years of experience, she specializes in helping mid-career professionals get their financial \"house in order\"- particularly as they get married, buy homes, and grow their family. Elizabeth helps later-career professionals plan for retirement income - investments, 401(k), IRA, ROTH, and legacy goals into the bigger picture. Her niche expertise is empowering Women to take control of their financial literacy and freedom through Financial Planning. These actionable plans allow her clients to spend their life living not just dreaming. Let\'s dream about your limitless future together! Contact Elizabeth today: 3••••••••@nm.comElizabeth’s Team: Madeline LeBreton, Office Manager 3••••••••@nm.com Katrice King, NMIS Operations 5••••••••@nm.com Sarah Pierce, Financial Planning Business Consultant elizabethgdorsey.nm.com
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