Sean M. Starling
Financial Services Professional helping individuals and business owners to create custom tailored solutions to create, build, and preserve wealth.
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Winston-Salem, NC, US
- LinkedIn followers
- 500 followers
About Sean M. Starling
I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. 14819 Ballantyne Village Way, Ste. 1100, Charlotte, NC 28••••••••00 I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Registered Branch Address: 2554 Lewisville-Clemmons Rd Suite 306C Clemmons, NC 27012
Experience
Financial Services Professional
Jan 2002 — Present · Clemmons, NC, US
Registered Representative offering securities products and services through NYLIFE Securities LLC.(Member FINRA/SIPC), A Licensed Insurance Agency.
Education
Western Carolina University
CIS
1990 — 1995
Skills
- Long Term Care Insurance
- Small Business
- Estate Planning
- Succession Planning
- 401k Rollovers
- Variable Annuities
- Protection Planning/Family Security
- Multi-Generational Planning
- Business Insurance Planning
- College Savings Plans
- Risk Management
- Buy-Sell Agreements
- Retirement
- Charitable Giving
- Life Insurance
- Personal Finance
- Supplements to Employee Benefits
- 401(K) Rollovers
- Gifting Strategies
- Mutual Funds
- Retirement Planning
- Fixed Annuities
- Roth Ira
- Wealth Preservation Planning
- Wealth Transfer Strategies
- Lifetime Income Strategies
- Grandchild Gifting
- 401k
- Life Insurance Strategies
- Legacy Planning
- Licensed in Long Term Care Insurance
- Multi-Generational Wealth Transfer
- Education Funding Strategies
- Key Person Insurance
- Term Life Insurance
- Iras
- Business Succession Planning
- Ira Rollovers
- Disability Insurance
- Financial Services
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