Jorge Lopes
Life & Annuity Insurance Agent at AAA Life Insurance Company
- Role
- Life & Annuity Insurance Agent at AAA Life Insurance Company
- Location
- New Haven, CT, US
- LinkedIn followers
- 500 followers
About Jorge Lopes
As a Financial Advisor, I help individuals, couples and families grow their assets for…
Experience
Life & Annuity Insurance Agent
Dec 2022 — Present
Education
University of New Haven
Bachelor of Arts (B.A.), Social Work
Skills
- Retirement Planning
- | Key Person Insurance | Buy/Sell Agreement | Ibrp |
- Nonprofits
- Small Business
- Entrepreneurship
- Risk Management
- Marketing
- Investment Advisory
- Customer Service
- Portfolio Management
- | Annuities (Guaranteed, Index & Variable) |
- Retirement
- Strategic Financial Planning
- Strategic Planning
- | Comprehensive Financial Planning |
- Employee Benefits
- Securities
- Public Speaking
- | Mutual Funds | Stocks & Bonds |
- | Professionally Managed Accounts |
- Investments
- Business Planning
- | Life Insurance | Disability Insurance | Long Term Care |
- My Specialties Include: 401(K), 403(B), 457, Ira (Traditional & Roth) |
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