Tucker Stone

About Tucker Stone

Tucker serves as a Senior Associate in the San Francisco Bay Area at TCS Insurance…

Experience

1. Associate

   Tcs Insurance

   Feb 2020 — Present · Larkspur, CA, US

   Specialize in designing, implementing, and administering custom Life, Disability and Long-Term Care Insurance plans for high net worth, and ultra-high net worth individuals, families and businesses.Provide private, customized experience utilizing an array of wealth transfer and estate planning tools integrated with proprietary products and design techniques. The consulting services we provide include: • Estate Tax-Funding & Wealth Transfer Strategies• Business Succession & Continuity Planning• Executive Compensation/Non-Qualified Retirement Planning • Asset Preservation• Charitable Giving• Long Term Care Planning• Professional Athlete Contract & Income protectionSince 1984, TCS has been a member firm of M Financial Group Our relationship with M Financial provides our clients more value through proprietary products & carriers, processes, services, expertise and client advocacy. Our clients enjoy exclusive pricing, in-force enhancements and proprietary contractual guarantees. The products we offer are not available to other brokers outside of M Financial Group.

Education

• The University of Texas at Austin

  Bachelor of Science - BS

Skills

• Microsoft Office
• Social Media
• Photoshop
• Microsoft Word
• Customer Service
• Photography
• Event Planning
• Microsoft Excel
• Powerpoint
• Public Speaking
• Leadership
• Graphic Design
• Microsoft Powerpoint
• Coaching
• Teaching
• Adobe Photoshop
• Research
• Editing
• Video Production
• Event Management
• Public Relations