Stephen Niple

About Stephen Niple

For nearly 11 years, I have worked as a Financial Planner, with positions as Design Center Coordinator, Associate Brokerage Manager and more recently as an Annuity and Insurance Specialist at Skylight Financial Group, partnered with MassMutual and MML Investor Services as well as a Financial Professional for New York Life & NYLIFE Securities, I provided Pre-sale and Post-sale case design consultation, product support and training, and illustrations for various insurance products, including life, disability income protection, long term care, and annuities. I help clients, businesses, and advisors find solutions to risk management and strategies for retirement planning. As an independent Insurance and Financial Planning Professional, I leverage my Series 6 certification and my life insurance licenses in Ohio and multiple other states to offer risk analysis and portfolio design services to individuals and businesses across the country. I have over 12 years of experience in the financial services industry, as well as a passion for music, which I pursue as a contemporary jazz, blues and rock musician. I am also an entrepreneur and Co-Owner of FiveDot Properties, LLC launched in 2018. I am always eager to learn new skills, explore new opportunities, and collaborate with other professionals in the Financial and Insurance field as well as other industries, especially technology. Contact me to discuss how I can help you achieve your financial objectives.

Experience

1. Insurance Specialist

   Skylight Financial Group

   Jan 2023 — Present

   I provide case consultation, product support and illustrations for insurance products including life, disability, long term care insurance and annuities.

Education

• The Ohio State University

  Business Administration

• Hondros College

  Accident & Health, Life Insurance