Taylor Lanham Email
Regional Business Consultant @ Equitable
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Taylor Lanham Location
- Charlotte, NC, US
Taylor Lanham Work
- 2021 -now Regional Business Consultant @
- 2019 -2021 Senior Internal Wholesaler @
- 2018 -2019 Financial Specialist @
- 2018 -2018 Senior Associate @
- 2014 -2018 Financial Services Professional @
- 2014 -2018 Agent @
Taylor Lanham Education
- Long Island University
Bachelors (Criminal Justice, Police Science)
2005-2009
Taylor Lanham Skills
- Estate Planning
- Wealth Preservation Planning
- Retirement Planning
- Account Management
- Permanent Life Insurance
- Customer Satisfaction
- Relationship Management
- IRA Rollovers
- Asset Protection
- Multi Generational Wealth Transfer
- Charitable Giving
- Gifting Strategies
- Licensed In Long Term Care Insurance
- Buy Sell Agreements
- Risk Management
- Wealth Transfer Strategies
- Protection Planning
- Succession Planning
- 401k Rollovers
- Personal Finance
- Business Exit Strategy
- Problem Solving
- Education Funding Strategies
- Business Insurance Planning
- Annuity Sales
- Seminar Marketing
- Legacy Planning
- 401 Rollovers
Taylor Lanham Summary
- Taylor Lanham, based in Charlotte, NC, US, is currently a Regional Business Consultant at Equitable. Taylor Lanham brings experience from previous roles at Equitable, Allstate Financial Services, LLC, New York Life Insurance Company and Nylife Securities LLC. Taylor Lanham holds a 2005 - 2009 Bachelors in Criminal Justice, Police Science @ Long Island University. With a robust skill set that includes Estate Planning, Wealth Preservation Planning, Retirement Planning, Account Management, Permanent Life Insurance and more. Taylor Lanham has 3 emails on RocketReach.
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