Stephani Lucas Email & Phone Number
Founder and CEO | For Advisors Who Lead with Trust, Not Product @ The Annuity Consultants
5 free lookup(s).
Stephani Lucas Location
- Austin, TX, US
Stephani Lucas Work
- 2010 - now Founder and CEO | For Advisors Who Lead with Trust, Not Product @
- 2016 - 2017 VP of Strategic Accounts @ Simplicity Life
- 2007 - 2010 Annuity Marketing Director @ Underwriting Services of America
- 2004 - 2007 Director of Sales and Marketing @ Lance Insurance & Marketing Services
Stephani Lucas Education
- Arizona State University, W. P. Carey School of Business
Bachelor’s Degree (Business, Marketing)
2004 - 2008
Stephani Lucas Skills
- Fixed Annuities
- Retirement
- Insurance
- Retirement Planning
- Life Insurance
- IRAs
- Long Term Care Insurance
- Financial Planners
- 401k
- Financial Services
- Wealth Accumulation
- Small Business
- Strategic Financial Planning
- Pensions
- New Business Development
- Variable Annuities
- Wholesale
- Insurance Brokerage
- Underwriting
- Contract Negotiation
- Entrepreneurship
- Licensing
- Indexed Annuities
- Wealth Management Services
- General Insurance
- Reporting & Analysis
- Marketing
- Finance
- Annuities
- Wealth Transfer
- Agents
- Roth IRA
- Financial Goals
- Annuity
- Wholesaling
- Insurance Planning
- Retirement Income Strategies
- Equity Indexed Annuities
- Financial Planning
- 401(k) Retirement Savings Plans
- Reporting And Analysis
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Stephani Lucas Summary
- Stephani Lucas, based in Austin, TX, US, is currently a Founder and CEO | For Advisors Who Lead with Trust, Not Product at The Annuity Consultants. Stephani Lucas brings experience from previous roles at Simplicity Life, Underwriting Services of America and Lance Insurance & Marketing Services. Stephani Lucas holds a 2004 - 2008 Bachelor’s Degree in Business, Marketing @ Arizona State University, W. P. Carey School of Business. With a robust skill set that includes Fixed Annuities, Retirement, Insurance, Retirement Planning, Life Insurance and more. Stephani Lucas has 3 emails and 2 mobile phone numbers on RocketReach.
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Sabrina Stoefen
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