Nancy Kaufman's Location
Dallas, TX, US
Nancy Kaufman's Work
- Financial Representative @ Triumph Financial Group
- Financial Representative @ Northwestern Mutual
Nancy Kaufman's Education
- The American College of Financial Services
Chartered Financial Consultant (ChFC) (Advanced Financial Planning)
- The American College of Financial Services
Chartered Life Underwriter (CLU) (Estate Planning and Life Insurance)
- Southern Methodist University
B.B.A Business
Nancy Kaufman's Skills
- Life Insurance
- Fixed Annuities
- Retirement
- Financial Services
- Long Term Care Insurance
- Disability Insurance
- Retirement Planning
- Key Person Insurance
- Series 63
- Strategic Financial Planning
Nancy Kaufman's Summary
Nancy Kaufman, based in Dallas, TX, US, is currently a Financial Representative at Triumph Financial Group, bringing experience from previous roles at Northwestern Mutual. Nancy Kaufman holds a Chartered Financial Consultant (ChFC) in Advanced Financial Planning @ The American College of Financial Services. With a robust skill set that includes Life Insurance, Fixed Annuities, Retirement, Financial Services, Long Term Care Insurance and more, Nancy Kaufman contributes valuable insights to the industry. Nancy Kaufman has 2 emails on RocketReach.
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