mary-stender_01b3d76fc27649b5b2897f9e31a8d324

Mary Stender

Financial Service Representative

CLU®, LUTCF®

Biography

 Professional Services:

  • Retirement Planning
    • 401(k)/Lump Sum Distributions
    • IRA Consolidation/Rollovers
    • Pension Payout Alternatives
    • Pension Transfers/Rollovers
    • Income Strategies for Retirement
    • Free Comprehensive Customized Retirement Profile
    • Long Term Care
  • Personal/Family Strategies
    • Disability Income Insurance
    • Education Funding Strategies (529s)
    • Charitable Giving Strategies
    • Estate Conservation Strategies
  • Business Strategies
    • Buy/Sell Agreement Funding
    • Business Succession Strategies
    • Disability Income Insurance
  • Products
    • Fixed Annuities
    • Fixed Index Annuities
    • Variable Annuities
    • Mutual Funds
    • Brokerage Accounts
    • Term Insurance
    • Variable Universal Life Insurance
    • Whole Life Insurance
    • Universal Life
    • Long Term Care Insurance

Memberships & Awards:

  • 29 years in Financial Industry
  • America’s Council
  • Platinum Conference
  • Million Dollar Round Table (MDRT) (Life Member)
  • MDRT Court of the Table
  • National Association of Insurance and Financial Advisors (NAIFA)

Licensing/Designations:

  • Licensed to sell Insurance & Annuities: CO, FL, GA, LA, MO, OK, TX, WA & AR- AR insurance license #918489
  • Licensed to sell Insurance in TN
  • Series 6 & 63 Securities Licenses. Registered in LA, MO, NC & TX
  • Life Underwriter Training Council Fellow (LUTCF)
  • Chartered Life Underwriter (CLU)

I accept and appreciate referrals!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Focus Areas

  • Retirement Income Planning
  • Retirement Strategies
  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • College Funding Strategies
  • Charitable Giving

Languages

  • English

CRN202001-224174

Check the background of this investment professional on FINRA's BrokerCheck