Isis B. Palicio
Infinite Banking, Authorized Practitioner at Universal Wealth Managers LLC
- Role
- Infinite Banking, Authorized Practitioner at Universal Wealth Managers Llc
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Isis B. Palicio
EXPERIENCE •Ranked nationally among the top producers with two of the top financial…
Experience
Infinite Banking, Authorized Practitioner
Jan 2015 — Present
Education
Barry University
MBA
1986 — 1988
Miami Dade College
AA
1970 — 1980
Skills
- Retirement
- Strategic Financial Planning
- Portfolio Management
- Employee Benefits
- Marketing Strategy
- Long Term Care Insurance
- Customer Service
- Training
- New Business Development
- Credit
- Financial Analysis
- Executive Management
- Business Planning
- Disability Insurance
- Marketing
- Fixed Annuities
- Small Business
- Business Development
- Retirement Planning
- Insurance
- Banking
- Mutual Funds
- Wealth Management
- Risk Management
- Financial Planning
- Mortgage Lending
- Leadership
- Life Insurance
- Finance
- Financial Advisory
- Strategic Planning
- Long-Term Care
- Health Insurance
- Social Networking
- Investments
- Financial Services
- Team Building
- Management
- Asset Management
- Sales
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