Joe Messerly
Financial Representative at Principal Financial Group
- Role
- Financial Representative at Principal Financial Group
- Location
- Lansing, MI, US
- LinkedIn followers
- 500 followers
About Joe Messerly
Change is the one great constant in Life. That\'s why it\'s so important to regularly review your objectives, your plan, or your financial strategy - at least once a year.
Experience
Financial Representative
Aug 2018 — Present · Lansing, MI, US
Helping to insure our clients are protected appropriately for whatever stage of life they are in. Developing strategies for our clients to optimize their retirement income, while protecting their family and assets.Back at The Centennial Group, which is now part of the Principal Financial Group.
Education
Central Michigan University
Business Administration and Management, General
1981 — 1983
The University of Michigan
BBA, Finance and Financial Management Services
1984 — 1986
Skills
- Business Planning
- Succession Planning
- Life Insurance
- Strategic Financial Planning
- Health Insurance
- Long-Term Care
- Employee Benefits
- Insurance
- Fixed Annuities
- Recruiting
- Term Life Insurance
- Disability Insurance
- Accident
- Financial Planners
- Sales
- Retirement Planning
- Investments
- Brokers
- Whole Life
- Universal Life
- Retirement
- Estate Planning
- 401k
- Long Term Care Insurance
- Series 6
- Iras
- Buy-Sell Agreements
- Mutual Funds
- 401k Rollovers
- Life & Health Insurance Licenses
- Critical Illness
- Permanent Life Insurance
- Roth Ira
- Wealth
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