Tracey Spikes, Clu, Ficf Email and Phone Number
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Tracey Spikes, Clu, Ficf personal email
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I believe Debt and Taxes are two of the greatest detractors to wealth accumulation and spendable income that Americans face today. I’ve studied income in America extensively and came to the shocking conclusion that well over 50% of what we earn over our lifetime goes to paying taxes and/or interest.It’s for these reasons I use the Smart Advisor Tools suite of software that includes Debt Free 4 Life™️ and Tax Smart 4 Life™️ as part of my advisory work with clients, and train similarly-minded advisors.DF4L is a debt elimination app utilizing risk management based products, like life insurance, to modify a “snowball” approach to debt elimination and cash flow management.TS4L is a discounted tax approach to paying taxes on excess Pre-Tax Capital in a post SECURE Act world. We’ve now entered a scary new era of “wealth focused” taxation. With the passage of the SECURE Act, retirement assets are now firmly focused within the cross-hairs of the IRS as an accelerated taxable event for your non-spousal beneficiaries. No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Smart Retirement Strategies, LLC.Smart Retirement Strategies, LLC's use of the “like” button is not an endorsement of the organization or individual who posted the content. All content, “likes”, and followers of this page should not be considered as testimonials or advertisements.Investment Advisory Services are offered through Retirement Wealth Advisors, Inc. (RWA). Smart Retirement Strategies, LLC and RWA are not affiliated.
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Sr. Executive Dsitribution And Development OfficerSmart Advisor NetworkGreenville, Sc, Us
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Sr. Executive Dsitribution & Development OfficerSmart Advisor Network Nov 2018 - PresentCincinnati, Ohio
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Sr. Executive Distribution & Development OfficerSmart Retirement Strategies, Llc Oct 2018 - PresentLoveland, Ohio
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National Distribution DirectorSmart Retirement Strategies, Llc Dec 2018 - PresentUnited StatesI believe most people have been terribly disappointed in the overall health of their financial plans for their future. Misinformation, government regulations, taxation and inflation have negatively affected the income cash flow they have set aside or planned for during their retirement. For that reason, I am connecting Financial Advisors that have a desire to learn a systematic approach to help clients and prospective clients make sure their financial plans are properly structured. SMART… Show more I believe most people have been terribly disappointed in the overall health of their financial plans for their future. Misinformation, government regulations, taxation and inflation have negatively affected the income cash flow they have set aside or planned for during their retirement. For that reason, I am connecting Financial Advisors that have a desire to learn a systematic approach to help clients and prospective clients make sure their financial plans are properly structured. SMART Advisor Network is a marketing program that uses Strategic Moves Around Retirement Taxation as the foundational planning system. Show less
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Division Vice President, South Central DivisionOhio National Financial Services Sep 2004 - Oct 2018Cincinnati, Oh -
Vice President, South Central DivisionOhio National Financial Services Sep 2004 - Oct 2018Cincinnati, OhioResponsible for the management and execution of corporate strategies to grow Life Insurance, Disability, Annuity and Retirement Services sales for the South Central portion of the United States (Texas, Oklahoma, Louisiana, Arkansas, New Mexico) to include recruiting, premium production and training of field force. I actively manage General Agents, Regional Sales Directors, Regional Vice Presidents & Territory Vice Presidents serving these markets.
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Vice President, South Central DivisionOhio National Financial Services Feb 2004 - Oct 2018Cincinnati, Oh
Tracey Spikes, Clu, Ficf Skills
Tracey Spikes, Clu, Ficf Education Details
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Marketing
Frequently Asked Questions about Tracey Spikes, Clu, Ficf
What company does Tracey Spikes, Clu, Ficf work for?
Tracey Spikes, Clu, Ficf works for Smart Advisor Network
What is Tracey Spikes, Clu, Ficf's role at the current company?
Tracey Spikes, Clu, Ficf's current role is Sr. Executive Dsitribution and Development Officer.
What is Tracey Spikes, Clu, Ficf's email address?
Tracey Spikes, Clu, Ficf's email address is ts****@****bal.net
What is Tracey Spikes, Clu, Ficf's direct phone number?
Tracey Spikes, Clu, Ficf's direct phone number is +151379*****
What schools did Tracey Spikes, Clu, Ficf attend?
Tracey Spikes, Clu, Ficf attended Baylor University.
What are some of Tracey Spikes, Clu, Ficf's interests?
Tracey Spikes, Clu, Ficf has interest in Fishing.
What skills is Tracey Spikes, Clu, Ficf known for?
Tracey Spikes, Clu, Ficf has skills like Insurance, Sales, Retirement, Term Life Insurance, Strategic Planning, Recruiting, Financial Planning, Financial Services, Strategy, Enterprise Resource Planning, Estate Planning, Financial Analysis.
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