All about me
About Myself
Name: Stephen Paul Swanson
MY CONTACT
Voice line:
1-888-784-8111
HELPFUL LINKS
1-800-252-1831
Credentials:
LIFE, HEALTH, & VARIABLE ANNUITIES LIC.
MASTER CERTIFIED CHARITABLE GIFT ANNUITY ADVISOR
CERTIFIED ESTATE ADVISOR
Certification issued by National Association of Financial & Estate Planning, NAFEP
Experience:
20 YEARS PROFESSIONALLY
18 YEARS ESTATE PLANNING
7 YEARS AS THE SENIOR ESTATE PLANNER FOR A LARGE COMPANY IN THE SOUTH WEST DIVISION OF FLORIDA
18 YEARS TEACHING ESTATE PLANNING FROM A FINANCIAL POINT OF VIEW TO OTHER FINANCIAL PROFESSIONALS AND INDIVIDUALS.
REGISTERED WITH NATIONAL ETHICS BUREAU FOR INSURANCE & FINANCIAL ADVISOR AND HAS AN A+ RATING WITH THE NATIONAL ETHICS BUREAU FOR ETHICS AND EDUCATION
Estate Advisor’s Inc.
Over 30 Years
experience in:
Estate Planning
Life Insurance
Health Insurance
Long Term Care
Investments
Business Management
