Erik Brown
Financial Adviser providing fee-based financial planning, life insurance strategies, investment advisory services and access to investment management programs.
- Role
- Licensed Agent at New York Life
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Erik Brown
I decided a long, long time ago that I wanted to be in the financial planning business…
Experience
Licensed Agent
Jan 2009 — Present
I am an Agent licensed to sell insurance through New York Life Insurance Company.
Education
The Ohio State University - The Max M. Fisher College of Business
BA
2004 — 2008
Skills
- Iras
- Lifetime Income Strategies
- Life Insurance
- Finance
- Account Management
- Licensed Life Insurance Agent
- Business Exit Strategy
- Term Life Insurance
- Personal Finance
- Protection Planning/Family Security
- Retirement
- Annuity Sales
- Thought Leadership
- Public Speaking
- Estate Planning
- Networking
- Business Succession Planning
- Multi-General Wealth Transfer
- Charitable Giving
- Fixed Annuities
- Ira Rollovers
- Investments
- Retirement Planning
- Supplements to Employee Benefits
- Buy-Sell Agreements
- Leadership
- Permanent Life Insurance
- Business Insurance Planning
- Licensed in Long-Term Care Insurance
- Succession Planning
- Lgbt Planning
- Insurance
- 401(K) Rollovers
- Multi-Generational Planning
- Customer Relations
- Small Business
- Education Funding Strategies
- Legacies
- Customer Retention
- Key Person Protection
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