Marketing and Insurance/Finance (Marketing and Insurance/Finance)
1992-1996
Duane Stevens Skills
Estate Planning
Cltc
Wealth Preservation Planning
Account Management
Intergenerational Wealth Transfer
Buy Sell
Permanent Life Insurance
CLU
Business Development
Variable Annuities
Charitable Gift Planning
ChFC
SEP IRA
Microsoft Excel
Certified Financial Planner
Irrevocable Life Insurance Trusts
Disability Insurance
Holistic Financial Planning
Long Term Care Insurance
Business Strategy
Management
Tax Advantaged Investment Strategies
Key Person Protection
Duane Stevens Summary
Duane Stevens, based in Naperville, IL, US, is currently a Senior Vice President, Wealth Services at Alera Group (GCG Financial). Duane Stevens brings experience from previous roles at GCG Financial. Duane Stevens holds a 1992 - 1996 Marketing and Insurance/Finance in Marketing and Insurance/Finance @ Illinois State University. With a robust skill set that includes Estate Planning, Cltc, Wealth Preservation Planning, Account Management, Intergenerational Wealth Transfer and more. Duane Stevens has 2 emails and 2 mobile phone numbers on RocketReach.
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