Terry James
RICP, CLTC | Principal with Terry James & Associates helping clients with custom tailored solutions to retirement planning, insurance protection, employee benefits, and other personal or business financial needs
- Role
- Financial Services Professional at New York Life
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Terry James
We offer a variety of products that can help you meet a number of insurance and financial…
Experience
Financial Services Professional
Jun 2006 — Present · New York, NY, US
Education
Certification for Long-Term Care (CLTC)
Certification For Long Term Care (CLTC), Certification For Long Term Care (CLTC)
2020 — 2020
The City College of New York CUNY
Bachelor’s Degree, Communication, General
The American College of Financial Services
Retirement Income Certified Professional (RICP), Retirement
2019 — 2020
Skills
- Permanent Life Insurance
- Marketing
- Insurance
- Asset Protection
- Customer Service
- Investments
- Lifetime Income Strategies
- Retirement Income Strategies
- Public Speaking
- Estate Planning
- Long-Term Care
- Leadership
- Succession Planning
- 401k Rollovers
- Business Plannin
- Microsoft Office
- Sales
- Whole Life
- Fixed Annuities
- Retirement
- Key Person Protection
- Wealth Preservation Planning
- Term Life Insurance
- Personal Finance
- Protection Planning/Family Security
- Business Succession Planning
- Financial Services
- Small Business
- Education Funding Strategies
- Retirement Planning
- Supplements to Employee Benefits
- Wealth Transfer Strategies
- Grandchild Gifting
- Life Insurance
- Mutual Funds
- Multi-Generational Planning
- Risk Management
- Training
- Legacy Planning
- Business Insurance Planning
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