Performing distribution duties for life and annuity products; 1035, 403(b), 457 and DB plan exchanges, IRS levies, maturities, contract endowments. Processing of life insurance claims while maintaining corporate and legal guidelines. Assisting in internal (company) and external (Department of Insurance) audit preparation and compliance. Creating, verifying, and maintaining the accuracy of quality control features while focusing on the conservation of life insurance contracts by maintaining a high level of contact with customers. Maintenance and creation of reports to track quality control mechanisms and evaluate procedures in place, updating them for continual improvement of the disbursements process while managing two departments.

We Demystify Your Options As a business owner, you understand the rapid pace of change. The financial industry is just as dynamic - stocks, bonds and money markets shift abruptly and often violently. We provide access to diversified and flexible plans that are designed with your financial goals in mind. Browse our site to see the breadth of experience we offer to our clients and general public. Business Owners - Our Focus Wondering what to do with the family business/real estate assets? Concerned about estate planning? You need a well-conceived and executed financial plan. We work with you to protect and position your assets not just for today but for a lifetime. Your Authority on Tax Implications Tax planning is a crucial component of wealth creation. Since 1988, we have advised the CPA community on the latest developments and techniques in investment-oriented tax management. Research - A Critical Success Factor Landmark Wealth Advisors utilizes the resources from one of the most independent and respected financial research organization in the world -- LPL Financial Services Member SIPC - www.SIPC.org The LPL Financial regisitered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, FL, MA, ME, MO, NC, NH, NJ, NY, OR, VT, WI. Third part posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

We are a benefits brokerage and consulting firm. We believe understanding your options is important. We can explain the options because we understand the options. Our decades of experience works for you. We will gain your trust through our knowledge and experience.

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MATT PATTERSON INSURANCE AGENCY is an insurance company based out of 222 E HUTCHISON, San Marcos, Texas, United States.

We're a full-service, locally-owned independent insurance agency serving the residents of Central Texas. We offer a broad selection of insurance coverage, delivered with personalized service at a competitive price. Call us or fill out one of our secure online forms for a free proposal for your home, business or auto insurance. Wouldn't you rather work with a dedicated agent? One that you can call anytime and ask for by name? Talk to our many long-time customers and choose Brookshire Insurance Agency today. Brookshire Insurance Agency has been in business in Central Texas for over 40 years. As an independent insurance agency, we can custom fit your specific needs with a wide range of insurance carriers. Whether it's home, auto, life, commercial, bonds, or farm & ranch insurance, we've got you covered

FWM is a wealth management firm located in Austin, TX. They specialize in retirement and tax planning.

Since 1972, Whorton Insurance has stood for strong business principles: Providing consistent financial stability for its customers - locally, nationally and globally. We believe it's the one thing you should never have to question about your insurer. It's just one of the many reasons Whorton Insurance has become a leading insurance provider for America's apartments, condo associations, office building owners, restaurants/quick-service, manufacturers, mobile food vendors, construction and many other types of businesses. Property and Casualty, Business Auto, Life, Health, Long Term & Short Term Care, 401K

Serving independent agents in Texas by offering creative solutions to difficult-to-place personal property risks. Focused on simplicity and ease-of-use in our daily operations. Based in the Austin, TX area, iMGA's founders and employees bring decades of experience meeting the needs of Texas agents. The company's systems have been designed to maximize efficiency for both the agent and the company.

Welcome to Alirae Agency LLC! We are an Online Business Management Agency that provides Women Business Owners with a one-stop-shop solution to handling their operational needs. We provide our clients with personal and attentive support as we walk alongside their growth as CEOs and the growth of their organizations. We fill gaps in ways that the standard workforce just can't keep up with. We make building a dream team of fractional employees stress-free and fast than they could do on their own. Our clients get the benefit of hiring a full team, often for the price of one full-time employee at most. Even more, we come in with a collection of skills and experiences - 4 brains instead of just one. Finally, we are all entirely onboarded so we skip no beats in our communication. We are the solution for ANY overwhelmed business owner who is ready to step back in the Vision-Focused CEO seat and let a team of bad-ass women come in to the the rescue. 💥 Let's get to work!

Founded in 2011, WFTDI provides insurance and wellness services for athletes and communities on skates--and beyond.

At Capitol Wealth Strategies, we know that financial success is the result of discipline, hard work and smart, informed decision-making. We look beyond your basic financial needs and seek to optimize your assets, protection, and cash flow — and minimize your debt — now and in the future. Our objective is to put you on a path to efficient wealth accumulation and financial balance, while protecting the future of your loved ones or your livelihood. Helping to … Optimize your wealth. Achieve your goals. Protect your dreams. Capitol Wealth Strategies is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 901 S. Mopac Expy, Barton Oaks IV, Ste 150, Austin, Texas 78746, 512-651-2009. PAS is a wholly-owned subsidiary of Guardian. Capitol Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. | Guardian, its subsidiaries, agents, and employees do not provide provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Capitol Wealth Strategies is an independent agency and not an affiliate or subsidiary of Guardian. 2019-92320 Exp. 01/11