Michael Shirley
Princor Registered Representative/Financial Advisor at Principal Financial Group
- Role
- Financial Advisor Investment Advisor Representative at Principal Financial Group
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor Investment Advisor Representative
Jun 2012 — Present
Education
College of Financial Planning
AAMS
Life Underwriter Training Council
LUTCF
Skills
- Universal Life
- Iras Traditional
- Financial Advisory
- Saving for Education
- Deferred Compensation Plans
- Small Business
- Mortgage Lending
- Dental Insurance
- Business Continuation Strategies
- Buy-Sell Agreements
- Buy-Sell Review
- Disability Insurance
- College Funding Stategies
- Salary Continuation
- Estate Planning
- Variable Annuities
- Wealth Accumulation
- Financial Needs Analysis
- Asset Allocation
- Split Dollar Plans
- Series 7
- Tax Deferred Savings
- Iras Roth
- Universal Life Insurance
- Sep Ira
- Supplemental Retirement Income
- Mutual Funds
- Survivor Income
- 403b
- Wellness Programs
- Informal Business Valuation
- Key Person Insurance
- Simple Iras
- Term Life Insurance
- Retirement
- Sep Iras
- Pension Plans
- Income Protection
- 401k
- Business Overhead Expense
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