Sr. Financial Planning Consultant
Current
Jan 2018 - Present
AeroLeads people directory · profile
Terry Luce Email & Phone Number
Sr. Financial Planning Consultant
at
COUNTRY Financial®
2 work emails found
@countryfinancial.com
9 phones found area 309, 715, 415, 650, 860, 866, and 217
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Financial Planning Consultant
Location
Bloomington, Illinois, United States
Who is Terry Luce? Overview
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Quick answer
Terry Luce is listed as Sr. Financial Planning Consultant at COUNTRY Financial®, based in Bloomington, Illinois, United States. AeroLeads shows a work email signal at countryfinancial.com, phone signal with area code 309, 715, 415, 650, 860, 866, 217, and a matched LinkedIn profile for Terry Luce.
Terry Luce previously worked as Sr. Advanced Planner at Country ® Financial. Terry Luce studied at Leadership Mclean County.
Company email context
Email format at COUNTRY Financial®
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{first}.{last}@countryfinancial.com
89% confidence
AeroLeads found 2 current-domain work email signals for Terry Luce. Compare company email patterns before reaching out.
Profile bio
About Terry Luce
Terry Luce is a Sr. Financial Planning Consultant at COUNTRY Financial®. They possess expertise in life insurance, insurance, disability insurance, fixed annuities, property and casualty insurance and 25 more skills.
Listed skills include Life Insurance, Insurance, Disability Insurance, Fixed Annuities, and 26 others.
Current workplace
Terry Luce's current company
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2 roles
Terry Luce work experience
A career timeline built from the work history available for this profile.
Sr. Advanced Planner
Analyze individual financial needs and develop comprehensive financial planning in the following areas: advanced estate planning, retirement planning, retirement distribution planning, asset allocation, investment portfolio analysis, education funding, disability needs, survivor needs, long-term care, debt management, legal issue identification, and tax planning. Analyze business financial needs and develop solutions in the following areas: retirement plans, business continuation, key person, salary continuation, split dollar and executive bonus program. Monitor and evaluate financial planning software needs. Develop and present advanced market, investment, and financial planning seminars to current, prospective clients, civic groups, and other professionals. Create advanced markets training programs for presentation to the Financial Security Consultants, agency force, and alliance personnel for purposes of increasing proficiency in recognizing sales opportunities and understanding the financial planning process.
7 education records
Terry Luce education
Education record
Leadership Mclean County
Accredited Domestic Partner Advisor, Domestic Partnership
Leadership Certification, Organizational Leadership
Casl, Chfc, Clu, Senior Lifestyle, Financial Services, Life Insurance Underwriting, A
Cfp Certification, Financial Planning And Services
Bachelor Of Science (Bs), Registered Nursing/Registered Nurse, 3.8
Education record
Leadership Mclean County
FAQ
Frequently asked questions about Terry Luce
Quick answers generated from the profile data available on this page.
What company does Terry Luce work for?
Terry Luce works for COUNTRY Financial®.
What is Terry Luce's role at COUNTRY Financial®?
Terry Luce is listed as Sr. Financial Planning Consultant at COUNTRY Financial®.
What is Terry Luce's email address?
AeroLeads has found 2 work email signals at @countryfinancial.com for Terry Luce at COUNTRY Financial®.
What is Terry Luce's phone number?
AeroLeads has found 9 phone signal(s) with area code 309, 715, 415, 650, 860, 866, 217 for Terry Luce at COUNTRY Financial®.
Where is Terry Luce based?
Terry Luce is based in Bloomington, Illinois, United States while working with COUNTRY Financial®.
What companies has Terry Luce worked for?
Terry Luce has worked for Country Financial® and Country ® Financial.
How can I contact Terry Luce?
You can use AeroLeads to view verified contact signals for Terry Luce at COUNTRY Financial®, including work email, phone, and LinkedIn data when available.
What schools did Terry Luce attend?
Terry Luce studied at Leadership Mclean County.
What skills is Terry Luce known for?
Terry Luce is listed with skills including Life Insurance, Insurance, Disability Insurance, Fixed Annuities, Property And Casualty Insurance, Long Term Care, Commercial Insurance, and Health Insurance.
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