Roger D. Sims
Financial Advisor with Eagle Strategies LLC helping clients with custom-tailored solutions for personal or business financial needs
- Role
- Licensed Agent at New York Life
- Location
- High Point, NC, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Roger D. Sims
I offer a variety of products that can help you meet a number of insurance and financial…
Experience
Licensed Agent
Mar 2001 — Present · High Point, NC, US
I am an Agent licensed to sell insurance through New York Life Insurance Company.
Education
The University of North Carolina at Chapel Hill
BS, Business Administration
1986 — 1990
Skills
- Wealth Preservation Planning
- Clu
- Lutcf
- Asset Protection
- 401(K) Rollovers
- Gifting Strategies
- Multi-Generational Wealth Transfer
- Retirement
- Annuity Sales
- Small Business
- Key Person Protection
- Licensed Life Insurance Agent
- Investments
- Protection Planning/Family Security
- Licensed in Long-Term Care Insurance
- Multi-Generational Planning
- Retirement Planning
- Legacies
- Estate Planning
- Succession Planning
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