Stephen Roeder Email & Phone Number
Independent Insurance Agent @ GAD Insurance, LLC
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Stephen Roeder Location
- Columbus, OH, US
Stephen Roeder Work
- 1998 -now Independent Insurance Agent @
- 2012 -2023 Principal Securities Registered Representative and Financial Advisor @
- 2003 -2012 Registered Representative @
- 1986 -2003 Agent and Registered Representative @
Stephen Roeder Education
- Upper Arlington High School 1971-1974
- The American College
CLU designation
- Bowling Green State University
(Phi Eta Sigma Honor Society, Men's Volleyball Team)
Stephen Roeder Skills
- Term Life Insurance
- Estate Planning
- Fixed Annuities
- Long Term Care Insurance
- Executive Benefit Strategies
- Key Person Insurance
- Disability Income Insurrance
- 401k
- 403 b
- SEP IRA
- Simple IRA
- Variable Annuities
- Business Overhead Expense
- Buy-Sell Agreements
- Buy-Sell Review
- Charitable Giving
- Deferred Compensation Plans
- Financial Needs Analysis
- Income Protection
- Informal Business Valuation
- Roth IRA
- Traditional IRA
- Mutual Funds
- Split Dollar Plans
- Supplemental Retirement Income
- Survivor Income
- Tax-Deferred Savings
- Universal Life Insurance
- Business Overhead
- Deferred Compensation
- Buy Sell Agreements
- Accounting
- Tax Deferred Savings
- Executive Benefit
- Property Management
- Supplemental Retirement
- Sales
- Disability Income
- Buy Sell Review
- Informal Business
Stephen Roeder Summary
- Stephen Roeder, based in Columbus, OH, US, is currently a Independent Insurance Agent at GAD Insurance, LLC. Stephen Roeder brings experience from previous roles at Principal Financial Group, Woodbury Financial Services and First Independent and AXA Equitable. Stephen Roeder holds a 1971 - 1974 Upper Arlington High School. With a robust skill set that includes Term Life Insurance, Estate Planning, Fixed Annuities, Long Term Care Insurance, Executive Benefit Strategies and more. Stephen Roeder has 2 emails and 1 mobile phone numbers on RocketReach.
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