Bassman Emily

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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Mon - Fri:	9:00 am - 4:30 pm

Places Near Concord with Investment Management

Pleasant Hill (2 miles)
Walnut Creek (7 miles)
Martinez (9 miles)
Clayton (11 miles)
Lafayette (11 miles)
Benicia (13 miles)
Alamo (13 miles)
Port Costa (14 miles)

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Categories: Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Advisory Service

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Phone: (925) 246-7800

Address: 1320 Willow Pass Rd Ste 710, Concord, CA 94520

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Bassman Emily

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Retirement Planning
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Annuities
The Life Underwriting Training Council Fellow℠ certification coursework provides advisors with a better understanding of a variety of insurance products and addresses the protection planning needs of individuals. Candidates are required to meet ethics standards and pass a certification examination covering the following areas: retirement planning, investing, estate planning, annuities, business insurance, employee benefits, life insurance and disability income insurance.
Long Term Care
The Certified in Long-Term Care program is the long-term care insurance industryâ€™s only independent professional designation. The Certified in Long-Term Care course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients.
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The AAMS™ certification requires abiding by a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products.
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