Kathy Costner
- Role
- Financial Advisor at Principal Financial Group
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kathy Costner
Let\'s get connected (21••••••96 Kathy Mobile (21••••••96 Email…
Experience
Financial Advisor
Jul 2009 — Present
Skills
- Key Person Insurance
- Buy-Sell Review
- Financial Needs Analysis
- Salary Continuation
- Series 6, 63, 65 Registrations
- Dental Insurance
- Term Life Insurance
- College Funding Strategies
- Wealth Accumulation
- Whole Life Insurance
- Long-Term Care Insurance
- Deferred Compensation Plans
- Survivor Income
- Estate Planning
- Mutual Funds
- Iras (Traditional & Roth)
- Split Dollar Plans
- Tax-Deferred Savings
- Annuities (Variable & Fixed)
- Charitable Giving
- Informal Business Valuation
- Business Continuation Strategies
- Wellness Programs
- 401 (K), 403 (B), Sep & Simple Iras
- Income Protection
- Supplemental Retirement Income
- Pension Plans
- Business Overhead Expense
- Universal Life Insurance
- Executive Benefits Strategies
- Buy-Sell Agreements
- Disability Income Insurance
- Asset Allocation
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