Total Retirement Security Planning & Mentoring Group
Address: 7076 Mariner Blvd, Spring Hill, FL 34609 Phone: (888) 582-4142: : Website: : : Hours: Category: : Place name: : Website: http://totalretirementsecurity.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Total Retirement Security Planning & Mentoring Group Employees
Total Retirement Security Planning & Mentoring Group February 2013 - Present
Total Retirement Security Planning & Mentoring Group February 2013 - Present
Blockbuster August 2005 - April 2011
Skills
Windows, Marketing Strategy, Marketing, PowerPoint, Microsoft Office, Insurance, Inventory Management, Teamwork, Data Entry, Time Management, Training, Outlook, Sales, Customer Satisfaction
Education
Pasco-Hernando Community College 2010 — 2011
Springstead High School 1996 — 2000
Total Retirement Security Planning & Mentoring Group March 2009 - Present
Price Eraser Inc. - Ka Ching Technology January 2002 - Present
Skills
Fixed Annuities, Long-term Care, Term Life Insurance, Life Insurance, Insurance, Disability Insurance, Underwriting, Investments, Universal Life, Health Insurance, Customer Service, Strategic Financial..., Medicare, Estate Planning, Mutual Funds, Wealth Accumulation, Critical Illness, Finance, Licensing, Retirement Planning, 401k, Series 6, Brokers, Marketing, Financial Services, Wealth Management, Business Planning, Market Research, Organizational..., New Business Development, Marketing Strategy, Whole Life, Financial Planners, IRAs, Long Term Care Insurance, Small Business, Retirement, Wealth, Portfolio Management, Series 7, Strategic Planning, Business Development, Financial Modeling, Financial Planning
Education
Purdue University
Business Management
University of Wisconsin-Madison
Sociology
Total Retirement Security Planning & Mentoring Group 2010 - Present
Parasol Leads November 2012 - November 2013
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Insurance, Term Life Insurance, Universal Life, Retirement, Long-term Care, Disability Insurance, Whole Life, Medicare, Financial Planners, Health Insurance, Long Term Care Insurance, Investments, 401k Rollovers, IRAs, Marketing, Licensed Life & Health..., Direct Sales, Life & Health Insurance..., Brokers, Health Savings Accounts, Strategic Financial..., Key Person Insurance, Indexed Annuities, Permanent Life Insurance, 401k, Lead Generation, Roth IRA, Retirement Savings, Marketing Management, Final Expense Planning, Portfolio Management, Social Security, Wealth Accumulation, Mentoring, Medicare Advantage, Financial Planning
Education
Neumann University 2004 — 2005
Master of Science (M.S.), Marketing Management, 4.0
State University of New York College at Plattsburgh 1984 — 1988
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.0
Massena Central High 1980 — 1984
N.Y.S. Regents Diploma, Business
Executive Resource Insurance Network August 2011 - Present
Total Retirement Security Planning & Mentoring Group November 2010 - Present
ameri life and health November 2007 - September 2010
Skills
Long Term Care, Insurance, Investments, Customer Relations, Profit, Public Speaking, Health Insurance, Annuities, Commercial Insurance, Disability Insurance, General Insurance, Health, Employee Benefits, Customer Service, Liability, Term Life Insurance, Retirement Planning, Retirement, Medicare Supplements, Agents, Fixed Annuities, Medicare, Life Insurance, Long-term Care, Brokers, Claim, Health Savings Accounts, Workers Compensation, Long Term Care Insurance, HMO, Commercial Lines, Umbrella Insurance, Casualty, Professional Liability, Property & Casualty..., Legal Liability, Underwriting, 401k, Casualty Insurance, Whole Life
Education
Springfield College 1987 — 1989
palm bay high
Total Retirement Security Planning & Mentoring Group July 2010 - Present
RE/MAX City 2003 - Present
Total Retirement Security, LLC 2010 - 2012
Re/Max Landview August 1991 - July 2003
Skills
First Time Home Buyers, Relocation, Investment Properties, Foreclosures, Condos, Real Estate, Short Sales, REO, Residential Homes, Selling, Sellers, Seniors, Single Family Homes, Brokerage, Referrals, Buyer Representation, Buyers, Real Estate Transactions, Investments, Relocation Buyers, Commercial Real Estate, Property
Education
Northwestern University 2005 — 2007
Master of Science (MSc), Communications
Loyola University Chicago 1980 — 1984
BBA, Business-Marketing
Denise Lannon October 2009 - Present
Total Retirement Security Planning & Mentoring Group October 2009 - Present
Skills
Medicare specialist, Long Term Care, Customer Service, Annuities, Health Insurance, Term Life Insurance, Employee Benefits, Critical Illness, Insurance, Retirement Planning, Fixed Annuities, Long-term Care, Strategic Financial..., IRAs, Life Insurance, Investments, Whole Life, Medicare, Universal Life, Disability Insurance, Retirement, Health Savings Accounts, Financial Planners, Long Term Care Insurance
Education
Pasco-Hernando State College 1989 — 1993
Associate of Arts and Sciences (AAS), Emergency Medical Technology/Technician (EMT Paramedic)
Total Retirement Security Planning & Mentoring Group Financial AdvisorGraaham CapitolJuly 2013 - Present
American health and annuity February 2013 - Present
Blue Cross and Shield of Florida August 2011 - March 2012
Skills
Retirement, Life Insurance, Insurance, Investments, Health Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Whole Life
Education
Indian River Community College
Insurance
Total Retirement Security Planning & Mentoring Group October 2009 - Present
Amerilife and Health Services of Hernando County L.L.C. June 2003 - October 2009
Skills
Life Insurance, Health Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Insurance, Mutual Funds, Strategic Financial..., Medicare, Investments, Retirement, Finance, Portfolio Management, Asset Allocation, Retirement Planning, Financial Modeling, IRAs, Long Term Care Insurance, Universal Life, Wealth Management, Whole Life, Critical Illness, Disability Insurance, Commercial Insurance, Investment Advisory, Series 63, Employee Benefits, Pensions, Financial Planners, Business Planning, Property & Casualty..., General Insurance, Financial Planning
Education
Hofstra University 1985 — 1989
BACHELOR, MARKETING
Coastline Wealth Management January 2014 - Present
Total Retirement Security Planning & Mentoring Group December 2010 - March 2014
Skills
Fixed Annuities, Sales Management, Strategic Planning, Disability Insurance, Term Life Insurance, Team Building, Long-term Care, New Business Development, Insurance, Health Insurance, Account Management
Education
College for Financial Planning 2011 — 2012
CRPC
Suffolk County Community College
Associates, Business