FAQs
- What education and/or training do you have that relates to your work?
Yes. An annual continuing education, and anti-money laundering education is maintained on my life and Annuity license.
- How did you get started doing this type of work?
I was a banker. My first job after high school. I learned the importance of money and how money work. This job picked my interest and that has stayed with me ever since.
- What types of customers have you worked with?
Life, disability, and long term insurance coverage. Also tax return preparation are among my most common jobs.