Mark Kobelinski
Financial Services Representative and Princor Registered Representative at Principal Financial Group
- Role
- Financial Services Representative and Princor Registered Representative at Principal Financial Group
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Financial Services Representative and Princor Registered Representative
Oct 2014 — Present · Raleigh-Durham, NC, US
Education
University of Miami Herbert Business School
MBA, Finance
1981 — 1982
The George Washington University
BA
1977 — 1981
Loyola University Chicago School of Law
JD Cum Laude
1982 — 1985
Skills
- Iras (Traditional and Roth)
- Term Life Insurance
- Key Person Insurance
- Buy-Sell Agreements
- Business Overhead Expense
- Split Dollar Plans
- Executive Benefits Strategies
- Long-Term Care Insurance
- College Funding Strategies
- 401k, 403b, Sep & Simple Iras
- Whole Life Insurance
- Financial Needs Analysis
- Informal Business Valuation
- Tax-Deferred Savings
- Disability Income Insurance
- Charitable Giving
- Wealth Accumulation
- Supplemental Retirement Income
- Mutual Funds
- Pension Plans
- Buy-Sell Review
- Estate Planning
- Universal Life Insurance
- Asset Allocation
- Annuities (Variable & Fixed)
- Income Protection
- Deferred Compensation Plans
- Business Continuation Strategies
- Retirement Planning
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