Frankie Ross
Regional Sales Manager at Alignment Health
- Role
- Regional Sales Manager at Alignment Health
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Frankie Ross
As a seasoned financial services professional I\'ve had the opportunity to work with over…
Experience
Regional Sales Manager
Sep 2022 — Present
Alignment is a top technology oriented health care company operating in 6 states and services over Medicare members. Our firm is NASDAQ listed, ALHC.
Skills
- Financial Seminars
- Nonqualified Plans
- Brokerage Accounts
- Buy Sell Reviews
- Investment Strategies
- Executive Benefits Strategies
- Split Dollar Plans
- Financial Strategy and Plan Creation
- Leadership
- Long-Term Care Insurance
- Executive Benefit Strategies
- Iras (Roth, Traditional)
- Series 7 & 63 Registrations
- Life Insurance (Term, Universal, Whole)
- Wealth Accumulation
- Financial Services
- Wealth Accumulation Strategies
- Financial Planning
- Business Overhead Expense
- Pension Plans
- Retirement Account Reviews
- Buy-Sell Review
- Income Protection
- Retirement Plans
- Financial Needs Analysis
- Buy-Sell Agreements
- Informal Business Valuation
- Disability Insurance
- Benefit Check-Up
- Business Continuation Strategies
- Tax-Deferred Savings
- Survivor Income
- Wealth Management
- Annuities (Variable & Fixed)
- Term Life Insurance
- Business Valuation
- Asset Allocation
- Mutual Funds
- Deferred Compensation Plans
- Disability Income Insurance
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