Rick Loudenback
- Role
- Alera Group (Gcg Financial) at Alera Group Gcg Financial
- Location
- Peoria, AZ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Rick Loudenback
Retired – After 40 years in the financial services business, time to focus on the rewards…
Experience
Alera Group (Gcg Financial)
Present
Skills
- Series 7
- Intergenerational Wealth Transfer
- Critical Illness
- Building Strong Referral Networks
- Fpa
- Estate Planning
- Business Overhead Expense
- Wealth Management
- Strategic Financial Planning
- Mutual Funds
- Certified Financial Planner
- Risk Management
- Fixed Annuities
- Concentrated Stock Management
- Key Person Protection
- Portfolio Management
- Insurance
- Wealth Preservation Planning
- Shareholder Protection
- Income for Life
- Retirement
- Financial Advisory
- Holistic Financial Planning
- College Education Planning
- Client/Hiring Manager Relationships
- Retirement Planning
- Investments
- College Funding Strategies
- Tax Free Income
- Permanent Life Insurance
- High Potential Identification
- Talent Pipelining
- Executive Sales Recruitment
- Individual Pension Plans
- Employee Benefits
- Disability Insurance
- Talent Intelligence
- Life Insurance
- Securities
- Asset Managment
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