Lonnie Epperson

Experience

1. President

   The Advisor Group

   Nov 2018 — Present · Memphis, TN, US

   At The Advisor Group, we help people protect their estate. We want to help you keep as much of your hard earned money as possible. Our primary focus is on estate planning. Estate Planning is a big catch all word that encompasses everything from making sure you pass on as much money to your heirs as possible, and making sure you give the IRS their fair share but not more than necessary. The Advisor Group is truly independent. We have a much broader choice of which companies we work with, ultimately giving us the ability to provide you, the client, with the best option. Because of this, we are able to \"shop around for the best deal.\" We use a network of companies around the globe to help us fulfill that need so that you end up with the best product for your situation.Being truly independent, we are also able to create our own programs- based on what we find out there in the market. Many of our clients have never heard of the techniques we are able to offer- and even when they go back to their financial planner- he is usually surprised at what we are able to do.At the end of 2018 I assumed the role of President of The Advisor Group. I am honored to assume this role and look forward to where we go in the future.

Skills

• Web Design
• Retirement
• Strategic Planning
• Life Insurance
• Small Business
• Strategic Financial Planning
• Public Speaking
• Finance
• Research
• Insurance
• Fixed Annuities
• Video Editing
• Options
• Business Development
• SEO
• Retirement Planning
• Long-Term Care
• Program Management
• Customer Service
• Team Building
• Leadership
• Sales
• Access
• Financial Analysis
• Selling
• Financial Modeling
• Medicare Supplements
• Medicare
• Telehealth
• Annuities
• Health Insurance
• Network Administration
• Financial Planning
• Social Media