Jeffrey Lyons
CLU LUTCF at The American College
- Role
- Senior Partner at Lincoln Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jeffrey Lyons
Industry Professional of Retirement Planning, Financial Planning, and Risk Planning. Life and qualifying member of the Million Dollar Round Table. I help individuals with retirement planning and or insurance planning. Contact me at 70••••••48
Experience
Senior Partner
Jan 2006 — Present
Retirement planning, Financial planning, Insurance planning, Long Term Care.
Education
Washington and Jefferson College
BS
1967 — 1971
The American College of Financial Services
CLU LUTCF
1980 — 1984
Skills
- Wealth Management
- Long-Term Care
- Variable Annuities
- Relationship Management
- Small Business
- Financial Advisory
- Whole Life
- Mortgage Lending
- Disability Insurance
- Fixed Annuities
- Sales
- Financial Planners
- Underwriting
- Employee Benefits
- Series 63
- Financial Services
- Securities
- Estate Planning
- Accident
- Retirement Planning
- Retirement Plan Consulting
- Finra
- Pensions
- Iras
- Financial Planning, Business Planning, Personal Planning
- Investments
- Long Term Care Insurance
- Asset Allocation
- Mutual Funds
- Retirement
- Strategic Financial Planning
- Risk Management
- Universal Life
- Qualified Retirement Plans
- Alternative Investments
- 401k
- Series 6
- Insurance
- Term Life Insurance
- Portfolio Management
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