joanne-resh_d214c2061d664b9e955107c7721b4ab9

Joanne Resh

Financial Services Representative

CPA*, JD**, MBA, CLTC, CFBS

Biography

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for every client.

PRODUCTS AND SERVICES

  • Fixed Annuities & Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance and Whole Life Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Auto Insurance
  • Employee Benefit Plans
  • 401(k) Plans
  • SEP IRA’s

 QUALIFICATIONS

  • Certified Family Business Specialist (CFBS) Designee
  • Licensed to offer Life & Health Insurance in Texas and Louisiana
  • Registered to offer securities products in Texas, Louisiana, California, Pennsylvania, and Nevada
  • Licensed to offer Property and Casualty Insurance in Texas

PERSONAL

  • 30-year resident of Houston
  • Hobbies: Running and reading

ORGANIZATIONS

  • Member of State Bar of Texas
  • Member of the Bar of the Commonwealth of Pennsylvania
  • Member of the U.S. District Court for the District of Columbia
  • Texas Notary Public
  • Past Assistant Editor, South Texas Law Review

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Investment Strategies (Reg. Reps Only)
  • Retirement Strategies
  • Estate Planning
  • Business Succession Planning
  • Financial Education
  • College Funding Strategies
  • Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)

Languages

  • English

*Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: Texas

**Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.

CRN202010-238328

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