Lonn V. Harkey
at
- Role
- Financial Services at Fortegic
- Location
- Flagstaff, AZ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Services
Jan 2008 — Present
Business and Personal Financial Services
Skills
- Wealth Management
- 529 Plans
- Negotiation
- Guaranteed Lifetime Income
- Licensed Life
- Critical Illness
- Licensed Life Insurance Agent
- Health Insurance
- Financial Advisory
- Simple Ira
- Bonds
- Strategic Financial Planning
- Qualified Retirement Plans
- Public Speaking
- Estate Planning
- Long Term Care Insurance
- Financial Planning
- Mortgage Lending
- College Funding Strategies
- Group Insurance
- Underwriting
- Medicare Part D
- College Savings Plans
- Tax-Advantaged Investment Strategies
- Permanent Life Insurance
- Key Person Insurance
- Protection Planning/Family Security
- Retirement Plan Consulting
- Life
- Property
- Life Insurance
- Team Building
- Licensed Life
- Investment Strategies
- Property
- Licensed to Sell Insurance
- Financial Services
- Charitable Gift Planning
- Retirement Savings
- Financial Planners
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