Thomas Schaffer
Guiding Individuals,Business Owners,Executives and Retirees in making smart Financial Decisions for their Future
- Role
- Agent at New York Life
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Thomas Schaffer
I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency and a New York Life Company.I am also an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of North Carolina, South Carolina, Georgia, Montana and Virginia. No insurance business may be conducted outside this states referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of North Carolina, Montana and Virginia. No offers may be made or accepted from any resident outside the specific states referenced.Neither Transitions Financial Strategies, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. 3200 Beechleaf Ct, Ste 820 Raleigh, NC 27••••••••57I offer a variety of products that can help you meet a number of individual and business insurance and financial needs, including but not limited to,college funding, retirement funding,lifetime income stratagies, key person and buy-sell funding,executive and business owner retirement solutions, and employee benefits. Please contact me to help you fully analyze your needs and recommend appropriate solutions.DisclaimerThe experience of the people described in this material may not be representative of the experiences of all of my clients. Furthermore, the experiences obtained by these people are not indicative of the future experiences that may be obtained by any of my clients.Registered Branch Address:4140 Parklake AvenueSuite 450Raleigh, NC 27612
Experience
Agent
Nov 2007 — Present · Raleigh, NC, US
I am an Agent licensed to sell insurance through New York Life Insurance Company.
Education
Marist College
BA, Business Marketing
1979 — 1983
Arlington High School
High School
1972 — 1975
Skills
- Mutual Funds
- Leadership Development
- Iras
- Wealth Preservation Planning
- Marketing Strategy
- Protection Planning/Family Security
- Networking
- Coaching
- Multi-Generational Wealth Transfer
- Succession Planning
- Employee Benefits
- Estate Planning
- Key Person Protection
- Licensed in Long-Term Care Insurance
- Retirement
- Annuity Sales
- Retirement Planning
- Business Strategy
- Small Business
- Time Management
- Licensed Life & Health Insurance Agent
- Sales
- 401k
- Disability Insurance
- Asset Protection
- Management
- Team Building
- Investments
- Training
- Marketing
- Business Planning
- Life Insurance
- Finance
- Consulting
- Strategic Planning
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