Lisa Mann

Lisa Mann Email and Phone Number

Retirement Specialist at Advanced Planning Advisors, Inc. @ Advanced Planning Advisors
naperville, illinois, united states
Lisa Mann's Location
Naperville, Illinois, United States, United States
Lisa Mann's Contact Details
About Lisa Mann

Lisa Mann is a Retirement Specialist at Advanced Planning Advisors, Inc. at Advanced Planning Advisors. She possess expertise in life insurance, financial services, long term care, fixed annuities, financial planners and 27 more skills.

Lisa Mann's Current Company Details
Advanced Planning Advisors

Advanced Planning Advisors

View
Retirement Specialist at Advanced Planning Advisors, Inc.
naperville, illinois, united states
Website:
apadvisors.net
Employees:
4
Lisa Mann Work Experience Details
  • Advanced Planning Advisors
    Retirement Specialist
    Advanced Planning Advisors Oct 2013 - Present
    Greater Chicago Area
    As a full service financial planning firm, we believe that no aspect of your personal retirement plan can be overlooked. Our main objective is to provide clients with all of the information needed to make sound decisions for their present and future financial security. Our firm offers asset management, income planning, insurance planning, estate planning, wealth transfer, and tax planning.
  • Senior Advisory Group
    Manager Of Strategic Partnerships
    Senior Advisory Group Jul 2013 - Oct 2013
    Greater Chicago Area
    Wholesaler of insurance and annuity products. Recruiter for insurance and financial industry.
  • Dressander/ Bhc
    Wholesaler
    Dressander/ Bhc Feb 2011 - Mar 2013
    Naperville, Il
    National Wholesaler of annuity and life insurance products - Work with independent insurance agents and financial advisors to expand their practices. Specialize in case design using the industry's most innovative products. Conduct training and education for advisors on marketing programs and tools.
  • Sentry Insurance
    Main Street Markets Sales
    Sentry Insurance Feb 2010 - Feb 2011
    Greater Chicago Area
    Outside insurance sales for Sentry offering a full line of property, casualty and life insurance products to protect businesses, cars, homes, lives and retirement incomes.
  • Silver Hill Financial
    Account Executive
    Silver Hill Financial Aug 2003 - Jan 2008
    Oakbrook, Illinois
    Wholesaler/ Account Executive in small balance commercial lending.
  • Draper And Kramer
    Loan Originator
    Draper And Kramer 2002 - 2003

Lisa Mann Skills

Life Insurance Financial Services Long Term Care Fixed Annuities Financial Planners 401k Financial Planning Sales Estate Planning Financial Advisory Retirement Planning Strategic Financial Planning Marketing Long Term Care Insurance Iras Mortgage Lending Underwriting Recruiting Asset Management Income Business Development Brokers Mortgage Banking Equity Indexed Annuities Annuity Sales 401k Rollovers Qualified Retirement Plans Wealth Accumulation Selling Commercial Mortgages Roth Ira Variable Annuities

Frequently Asked Questions about Lisa Mann

What company does Lisa Mann work for?

Lisa Mann works for Advanced Planning Advisors

What is Lisa Mann's role at the current company?

Lisa Mann's current role is Retirement Specialist at Advanced Planning Advisors, Inc..

What is Lisa Mann's email address?

Lisa Mann's email address is bl****@****net.net

What is Lisa Mann's direct phone number?

Lisa Mann's direct phone number is +163047*****

What skills is Lisa Mann known for?

Lisa Mann has skills like Life Insurance, Financial Services, Long Term Care, Fixed Annuities, Financial Planners, 401k, Financial Planning, Sales, Estate Planning, Financial Advisory, Retirement Planning, Strategic Financial Planning.

Who are Lisa Mann's colleagues?

Lisa Mann's colleagues are Robert P. Kirvan.

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