Terri Hoffman Location
- Austin, TX, US
Terri Hoffman Work
- 2017 - now Wealth Strategist @ CAPITOL WEALTH STRATEGIES, INC
- 2015 - 2017 President @ T Hoffman Insurance and Real Estate Investment Services
- 2014 - 2015 Vice President of Distribution Planning, AIG Financial Network @
- 2012 - 2014 President @ T. Hoffman Insurance Group
- 2010 - 2012 AVP Strategy, Planning and Execution @
- 2006 - 2010 Director, Protection Products Distribution, Marketing and Sales @
- 2003 - 2006 Director, Individual Disability Wholesaling, Disability and Long Term Care Marketing and Sales @
- 1997 - 2003 Director @ New England Life Insurance Co
Terri Hoffman Education
- The American College
Chartered Life Underwriter (CLU)
1997 - 2002 - Widener University
Bachelor of Science (B.S.) (Business Administration and Management, General)
1988 - 1992
Terri Hoffman Skills
- Disability Insurance
- Life Insurance
- Insurance
- Health Insurance
- Term Life Insurance
- Retirement
- Underwriting
- Fixed Annuities
- Management
- Financial Services
- Strategy
- Sales
- Business Planning
- Retirement Planning
- Marketing
- Leadership
- Whole Life
- Employee Benefits
- Long-term Care
- Mutual Funds
- Long Term Care Insurance
- Financial Advisory
- Strategic Planning
- Distribution
- Planning
- Cisco Technologies
- Networking
- Troubleshooting
- Finance
- Microsoft Excel
- Long Term Care
Terri Hoffman Summary
- Terri Hoffman, based in Austin, TX, US, is currently a Wealth Strategist at CAPITOL WEALTH STRATEGIES, INC. Terri Hoffman brings experience from previous roles at T Hoffman Insurance and Real Estate Investment Services, AIG, T. Hoffman Insurance Group and MetLife. Terri Hoffman holds a 1997 - 2002 Chartered Life Underwriter in CLU @ The American College. With a robust skill set that includes Disability Insurance, Life Insurance, Insurance, Health Insurance, Term Life Insurance and more. Terri Hoffman has 3 emails and 3 mobile phone numbers on RocketReach.
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