Nolan Lisac
Agency Director• Wealth Management Strategist
- Role
- Agency Director at Bankers Life
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Nolan Lisac
WEALTH MANAGEMENT STRATEGIST utilizing insurances and investment options.• DIVERSIFY AND MULTIPLY - the ultimate plan of action.• ENERGY is currency. When you ‘pay’ attention to something, you are buying an experience. It is an investment to ‘spend’ carefully and only on things that will bring you a good return. Be selective and calculated. Treat your time with as much care as your finances. It is equally as valuable.
Experience
Agency Director
Jan 2024 — Present · Orange County, CA, US
Education
Iowa State University
Bachelor's degree, Kinesiology and Exercise Science
2005 — 2009
Skills
- Customer Service
- Sales
- Financial Planners
- 401k
- Underwriting
- Medicare
- Investments
- Long-Term Care
- Cold Calling
- Iras
- Licensed Life
- Universal Life
- Retirement
- Strategic Financial Planning
- Variable Annuities
- Retirement Planning
- Critical Illness
- Fixed Annuities
- Estate Planning
- Whole Life
- Term Life Insurance
- Brokers
- Outlook
- Life Insurance
- Licensed Life
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