Sandy Zell
Managing Partner, Success Financial Solutions
- Role
- Managing Partner at Success Financial Solutions
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Sandy Zell
We are a unique organization that “hybrids” the captive and non-captive benefits of the…
Experience
Managing Partner
Sep 2011 — Present · Pittsburgh, PA, US
Success Financial Solutions, LLC is a Pittsburgh based Wealth Planning/Retirement Specialist insurance and financial brokerage agency specializing in pre-retirement planning and post retirement asset preservation. The managing partners, James Artman and Sandor Zell have a combined industry and business experience of over fifty years. The agency currently represents over 120 companies powered by American Senior Benefits. I serve as the Sales, Marketing & operations Manager of the company.Insurance and annuity products issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation. Product, product features and rider availability vary by state. Issuers not licensed to conduct business and products not distributed in AK, HI and NY.Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45••••••••94.Registered products (including variable annuities) are sold only by prospectuses, which can be obtained through your registered representative. Before investing, investors should read and consider carefully the product and any underlying fund prospectuses, which contain more complete information about investment strategies, fees, charges, risk factors and other factors that may apply. As with any investment, investing in variable portfolios involves risk, including possible loss of principal. Past performance is no guarantee of future results.
Education
Ohio University
Marketing/Business Law
Skills
- Life Insurance
- Sales Management
- Long-Term Care
- Annuities
- Long Term Care
- Estate Planning
- Health Insurance
- Retirement Planning
- Insurance
- Medicare
- Investments
- Whole Life Insurance
- Financial Planning
- Whole Life
- Fixed Annuities
- Retirement
- Strategic Financial Planning
- 401k
- Executive Management
- Medicare Supplements
- Business Planning
- Disability Insurance
- Strategy
- Long Term Care Insurance
- Term Life Insurance
- 401(K) Retirement Savings Plans
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