Richard Newman
Managing Member at Lowell Newman specializing in Life Insurance & Annuity Portfolio Analysis
- Role
- Managing Member at Lowell Newman
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Richard Newman
As a managing member of Life Audit Professionals LLC and by way of my extensive…
Experience
Managing Member
Jan 2022 — Present · US
Life Insurance Strategists
Education
University of Miami
Bachelor of Business Administration (BBA)
Skills
- Long-Term Care
- Retirement
- Strategic Financial Planning
- Disability Insurance
- Retirement Planning
- Fixed Annuities
- Trusts
- Life Insurance
- Portfolio Assessment
- Financial Planners
- Manage Client Relationships
- Wills
- Tax
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