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Richard Ortner Location
Carroll, IA, US
Richard Ortner Work
Field Agent @ (September 2002 - Present)
Richard Ortner Education
Iowa State University
BS (Economics and Ag Business)
1998-2002
Richard Ortner Skills
401k
401k Rollovers
Annuity Sales
Buy-sell Agreements
Charitable Gift Planning
Charities
Critical Illness
Disabilities
Disability Insurance
Employee Benefits
Estate Planning
Estate Preservation
Financial Planners
Fixed Annuities
General Insurance
Guaranteed Lifetime Income
Health Insurance
IRAs
Indexed Annuities
Insurance
Investments
Key Person Insurance
Key Person Protection
Licensed Life & Health Insurance Agent
Licensed Life Insurance Agent
Life Insurance
Long Term Care Insurance
Long-term Care
Permanent Life Insurance
Personal Financial Planning
Property & Casualty Insurance
RRSP
Retirement
Retirement Planning
Retirement Savings
Roth IRA
SEP IRA
Small Business
Strategic Financial Planning
TFSA
Term Life Insurance
Traditional IRA
Underwriting
Variable Annuities
Wealth
Wealth Accumulation
Wealth Management
Wealth Management Services
Wealth Preservation Planning
Whole Life
Buy Sell Agreements
Long Term Care
Licensed Life and Health Insurance Agent
Property and Casualty Insurance
Richard Ortner Summary
Richard Ortner, based in Carroll, IA, US, is currently a Field Agent at Knights of Columbus Insurance. Richard Ortner holds a 1998 - 2002 BS in Economics and Ag Business @ Iowa State University. With a robust skill set that includes 401k, 401k Rollovers, Annuity Sales, Buy-sell Agreements, Charitable Gift Planning and more. Richard Ortner has 2 emails and 1 mobile phone numbers on RocketReach.
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