Advanced Life Insurance And Annuity Design
CurrentI specialize in advanced life insurance funding, life settlements, and annuity design with an emphasis on leveraging wealth.
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@advisorsequitygroup.com
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10 phones found area 214, 203, 903, 972, and 614
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John Murray Cfp® is listed as Leveraging Your Legacy by Efficiently Restructuring Assets at Advisors Equity Group, a company with 10 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at advisorsequitygroup.com, phone signal with area code 214, 203, 903, 972, 614, and a matched LinkedIn profile for John Murray Cfp®.
John Murray Cfp® previously worked as Advanced Life Insurance and Annuity Design at Advisors Equity Group and Financial Strategist at Summit Alliance Insurance Advisors, Llc. John Murray Cfp® holds Bachelor’S Degree, Finance, General from The University Of Texas At Austin.
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I offer total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust servicesOur analysis of your current financial situation will help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them• Desire a comprehensive financial strategy or focus on one particular are of need. To help you reach your financial goals, we then choose from a broad portfolio of individual life, disability and long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.Preparing for next steps in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whatever your goals I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.I am licensed to sell insurance and securities in Texas. I am a registered representative of and offer securities, and approved to conduct fee-based financial planning, investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 5080 Spectrum Dr, Ste 902W, Addison, TX 75001.
Listed skills include Insurance, Retirement, Life Insurance, Strategic Financial Planning, and 15 others.
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Dallas, Texas, United States
I specialize in advanced life insurance funding, life settlements, and annuity design with an emphasis on leveraging wealth.
Addison TX
“I am licensed to sell insurance in: Texas and securities in: Texas. I am a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 5080 Spectrum Dr, Ste 902W, Addison, TX 75001
Chapman Wealth Management, 12400 Coit Rd, Ste 610, Dallas, TX 75251
Providing planning and evaluation services using the LEAP model as a basis for review. I help my clients understand the consequences of financial decisions and how these choices over our lifetime are interacting with each other. Deuteronomy 8:18 - Remember the Lord your God, for it is He who gives you power to get wealth, that He may establish His covenant.
550 Bailey Ave, Ste 750, Ft Worth, TX 76107
2045 Forest Lane, Ste 190, Garland, TX 75042
Providing insurance for individuals and business owners.
10 years as a State Farm Agent and 13 years in State Farm Leadership.
Activities and Societies: Pi Kappa Alpha Fraternity, Golf Team
Activities and Societies: Pi Kappa Alpha fraternity
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John Murray Cfp® works for Advisors Equity Group.
John Murray Cfp® is listed as Leveraging Your Legacy by Efficiently Restructuring Assets at Advisors Equity Group.
AeroLeads has found 1 work email signal at @advisorsequitygroup.com for John Murray Cfp® at Advisors Equity Group.
AeroLeads has found 10 phone signal(s) with area code 214, 203, 903, 972, 614 for John Murray Cfp® at Advisors Equity Group.
John Murray Cfp® is based in Dallas, Texas, United States while working with Advisors Equity Group.
John Murray Cfp® has worked for Advisors Equity Group, Summit Alliance Insurance Advisors, Llc, Spectrum Financial Group, 818 Group, Llc, and Prudential Insurance.
You can use AeroLeads to view verified contact signals for John Murray Cfp® at Advisors Equity Group, including work email, phone, and LinkedIn data when available.
John Murray Cfp® holds Bachelor’S Degree, Finance, General from The University Of Texas At Austin.
John Murray Cfp® is listed with skills including Insurance, Retirement, Life Insurance, Strategic Financial Planning, Retirement Planning, Disability Insurance, Fixed Annuities, and Financial Services.
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