Inderpal S.
Helping clients with Asset Protection, Estate Planning and Wealth Accumulation Strategies.
- Role
- Principal at Ultimate Wealth Strategies, Llc
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Inderpal S.
Experienced Financial Services Professional with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Retirement planning and Estate Planning, Employee Benefits Design, Life Insurance and Financial strategies. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 13•••14th Ave SE Suite 108 Bellevue, WA 98••••••••59 Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. My California Insurance license number is 0D86600. Neither IPS Financial Services nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. IPS Financial Services is not owned or operated by New York Life Insurance Company or its affiliates. Ultimate Wealth Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates.
Experience
Principal
Ultimate Wealth Strategies, Llc
Dec 2001 — Present
Education
Cape Breton University
BBA
1998 — 1999
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