Fields Leake

Managing Partner @Futurity First

Houston, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2012 — Present

Managing Partner @Futurity First

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Houston, TX, US

Futurity First Insurance Group is a nationwide, independent, career agency distribution organization specializing in the financial security and retirement needs of families, seniors, small businesses and the self-employed. Launched in January 2008, our mission is to provide our customers with the professional services of a community-based career agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry

EDUCATION

1975 — 1979

Miami University

Bachelor of Philosophy, Liberal Arts/ Political Science/Philosophy

SKILLS

InvestmentsSuccession PlanningLong-Term CareSeries 63Strategic PlanningFinancial PlannersRetirementStrategic Financial PlanningDisability InsuranceTerm Life InsuranceWealthSmall BusinessHealth InsuranceFinancial AdvisoryFinancial Analysis401kFixed AnnuitiesWealth ManagementLong Term Care InsuranceAsset AllocationMutual FundsLife InsuranceSeries 7Investment AdvisoryIrasUnderwritingFinancial PlanningWhole LifeSeries 6InsuranceRetirement PlanningEmployee BenefitsSecuritiesFinancial ServicesEstate Planning

ABOUT FIELDS LEAKE

I work with individuals to design and execute a blueprint process evaluating their…

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