Sam Winward Email & Phone Number
Financial Adviser
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Sam Winward Location
- Wellsville, UT, US
Sam Winward Work
- Financial Adviser @ Winward Financial Insurance & Investments LLC (December 2011 - Present)
- Financial Adviser @ Eagle Strategies, LLC (New York Life Company) (January 2012 - Present)
- Registered Represenative @ NYLIFE Securities LLC (October 2008 - Present)
- Licensed Agent @ (May 2008 - Present)
- Adjuster @ (September 2002 - July 2008)
- Instructional Analyst @ (January 2002 - September 2002)
Sam Winward Education
- The University of Georgia
M. Ed. (Instructional Technology)
2000-2001 - Utah State University
BS (Environmental Engineering)
1994-2000 - Soda Springs High School 1990-1994
Sam Winward Skills
- 401(k) Rollovers
- Annuity Sales
- Asset Protection
- CLU
- Communication
- Customer Service
- Estate Planning
- FINRA
- Fixed Annuities
- Gifting Strategies
- Insurance
- Investments
- Key Person Protection
- LUTCF
- Leadership
- Licensed Life Insurance Agent
- Licensed in Long-Term Care Insurance
- Life Insurance
- Protection Planning/Family Security
- Retirement
- Retirement Planning
- Sales
- Securities
- Small Business
- Succession Planning
- Wealth Preservation Planning
Sam Winward Summary
- Sam Winward, based in Wellsville, UT, US, is currently a Financial Adviser at Winward Financial Insurance & Investments LLC. Sam Winward brings experience from previous roles at Eagle Strategies, LLC (New York Life Company), NYLIFE Securities LLC, New York Life Insurance Company and Frontier Adjusters. Sam Winward holds a 2000 - 2001 M. Ed. in Instructional Technology @ The University of Georgia. With a robust skill set that includes 401(k) Rollovers, Annuity Sales, Asset Protection, CLU, Communication and more. Sam Winward has 2 mobile phone numbers on RocketReach.
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