Stacy Spelman

Principal & Co-Founder of PGR Financial, LLC

Role: Financial Services Professional at New York Life
Location: Spokane, WA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Stacy Spelman

I\'m Stacy Spelman, Principal & Co-Founder of PGR Financial. Every financial decision you…

Experience

Financial Services Professional
New York Life
Jul 2011 — Present
Financial Services Professional offering securities products and services through NYLIFE Securities LLC.(Member FINRA/SIPC), A Licensed Insurance Agency.

Skills

401k Rollovers
Annuity Sales
Insurance
Gifting Strategies
Key Person Protection
Licensed Life Insurance Agent
Multi-Generational Planning
Protection Planning/Family Security
Retirement Planning
Retirement
Small Business
Wealth Preservation Planning
Communication
Multi-Tasking Skills
Time Management
Thought Leadership
Advertising
Coaching
New Business Development
Management
Solution Selling
Life Insurance
B2b
Customer Service
Account Management
Crm
Business Development
Sales
Saas
Direct Sales
Disability Insurance
Fixed Annuities
Cold Calling
Sales Management
Iras
Microsoft Office
Sales Process
Marketing
Salesforce.com
Selling

Contact information

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Current company

New York Life

Financial Services · 38K employees · New York, New York, United States

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, togetherᵀᴹ. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services. Read our disclaimers: https://nyl.co/socialmedia

nyl.co

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About Stacy Spelman

Experience

Financial Services Professional

Skills

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