Kurt Gotta
Insurance and Investments Mass Mutual Brokerage
- Role
- Insurance and Investments at MassMutual
- Location
- Steubenville, OH, US
- LinkedIn followers
- 500 followers
About Kurt Gotta
Over 30 years of experience in helping people establish insurance and investment plans…
Experience
Insurance and Investments
Jan 2007 — Present · Steubenville, OH, US
I give people advice about insurance and investment plans that may be beneficial to them, and then help them acquire the ones they think will be most helpful.
Education
University of Notre Dame
BBA, Finance/Economics
1974 — 1978
The American College of Financial Services
ChFC, Financial Planning and Services
1985 — 1986
The American College of Financial Services
CLU, Life Underwriting
1983 — 1984
Skills
- Investments
- Investment Strategies
- Alternative Investments
- 401k Rollovers
- Long Term Care Planning
- Tax
- Wealth Management Services
- Loans
- Long-Term Care
- Series 63
- Disability Income Insurance
- Retirement
- Strategic Financial Planning
- Disability Insurance
- Term Life Insurance
- Personal Finance
- Wealth
- Small Business
- Financial Advisory
- Financial Analysis
- Roth Ira
- 401k
- Wealth Accumulation
- Fixed Annuities
- Financial Planners
- Wealth Management
- 529 Plans
- Long Term Care Insurance
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Mergers & Acquisitions
- Life Insurance
- Series 7
- Finance
- Investment Advisory
- Iras
- Whole Life
- Series 6
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