Rich Spaller
Pension and Retirement Planner @ Current Company | IUL Certification, Series 6
- Role
- Pension and Retirement Planner at Appreciation Financial
- Location
- Painesville, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Rich Spaller
With over nine years of experience as a Retirement Counselor and Benefits Consultant, I…
Experience
Pension and Retirement Planner
Jan 2016 — Present · US
Education
Ohio University
Bachelor of Business Administration (BBA)
Franklin University
Bachelor's Degree
Skills
- Wealth Management
- Insurance Planning
- Long-Term Care
- Wealth Transfer
- Investments
- Roth Ira
- Iras
- Cash Flow
- Financial Services
- Insurance
- Life Insurance
- Finance
- Indexed Universal Life
- Recruiting
- Fixed Annuities
- Budgeting
- Microsoft Office
- Sales
- Customer Service
- Asset Allocation
- Strategic Planning
- Military Experience
- Social Networking
- Financial Planning
- 401k Rollovers
- Tax Deferred Exchanges
- Powerpoint
- Marketing
- Time Value of Money
- Debt Management
- Retirement Planning
- Team Building
- Retirement
- Term Life Insurance
- 401(K) Retirement Savings Plans
- Indexed Annuities
- Public Speaking
- Financial Analysis
- 403 B
- Individual Pension Plans
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