Rj Whitelock
- Role
- -\' Tm at Evans Wealth Strategies
- Location
- Allentown, PA, US
- LinkedIn followers
- 500 followers
About Rj Whitelock
RJ Whitelock brings over a decade of experience in financial services to Evans Wealth…
Experience
-\' Tm
Present
Skills
- Investments
- Creative Problem Solving
- Multi-Generational Planning
- Business Exit Strategy
- Key Person Protection
- Supplements to Employee Benefits
- Customer Satisfaction
- Licensed Life Insurance Agent
- Estate Planning
- Thought Leadership
- Buy-Sell Agreements
- Ira Rollovers
- Protection Planning/Family Security
- Business Insurance Planning
- 401k Rollovers
- Term Life Insurance
- Whole Life Insurance
- Licensed in Long Term Care Insurance
- Key Person Insurance
- Succession Planning
- Building Relationships
- Multi-Generational Wealth Transfer
- Financial Services
- Asset Protection
- Account Management
- Gifting Strategies
- Networking
- Legacy Planning
- Charitable Giving
- Workshop Facilitation
- Wealth Transfer Strategies
- Business Networking
- Annuity Sales
- Business Development
- Strategy
- Wealth Preservation Planning
- Insurance
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