2014 -
now Principal Securities Registered Representative @
Mark Schafer Education
University of Northern Colorado
BS (Insurance and Finance)
1979
-
1983
Broomifled High School 1975
-
1978
Mark Schafer Skills
Term Life Insurance
Disability Insurance
Fixed Annuities
Life Insurance
Universal Life
Retirement Planning
Variable Life
Retirement
Annuities
• Executive Benefits strategies
Financial Needs Analysis
Series 6,7,63 registrations
Mutual Funds
Informal Business valuation
IRAs (Traditional & Roth)
401 (k), 403 (b), SEP & Simple IRAs
Business Continuation Strategies
Business Overhead Expense
Estate Planning
Buy-sell Agreements
Buy-Sell Review
Deferred Compensation
Key Person Insurance
Individual Pension Plans
Supplemental Retirement Income
Survivor Income
Tax-Deferred Savings
Wealth Accumulation
Whole Life Insurance
Casualty Insurance
Sep and Simple Iras
401 K
Iras Traditional and Roth
Professional Liability
Insurance
Legal Liability
Investments
Series 6
Insurance Brokerage
Sales Management
Umbrella Insurance
FINRA
403 b
Buy Sell Review
RV
Buy Sell Agreements
Executive Benefits Strategies
Risk Management
Liability
Workers Compensation
Long Term Care
Casualty
Inland Marine
Claims Management
Property and Casualty Insurance
Property and Casualty
Small Business
General Insurance
63 Registrations
Commercial Insurance
Health Insurance
Commercial Lines
Tax Deferred Savings
Homeowners
Series 7
Renters
IRAs
Mark Schafer Summary
Mark Schafer, based in Denver, CO, US, is currently a President at Schafer Insurance & Financial Services, LLC. Mark Schafer brings experience from previous roles at Principal. Mark Schafer holds a 1979 - 1983 BS in Insurance and Finance @ University of Northern Colorado. With a robust skill set that includes Term Life Insurance, Disability Insurance, Fixed Annuities, Life Insurance, Universal Life and more. Mark Schafer has 2 emails and 1 mobile phone numbers on RocketReach.
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