Financial Planning Specialist
Colorado Springs, Colorado Area
A team member on IFP (Integrated Financial Planning) at the Colorado Springs office. The Colorado Springs office is run by Kevin Kaveney and is a top performing office in the United States. This position performs all of the necessary case prep for Financial Representatives. This includes using Northwestern Mutual software to develop personalized modules for clients. These modules include retirement, survivor, disability, and many more. This has helped me grasp a stronger understanding of the different areas of financial services and the multiple products that can be purchased for insurance and life needs.