Uploaded by jobing on Dec 9, 2009
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Randall J. Roethel, CLU®, ChFC®, Senior Agent, has been helping people with their financial needs with Principal Life in Wisconsin for 26 years. Find out what his career as an insurance agent entails and why he's enjoyed the job so much thus far.
ince, 1982, Randy has helped over 1,000 people plan for a more comfortable retirement. His desire to help you see your entire financial picture, versus a single investment, is why he is considered to be one of the more trusted professionals in the industry.
Randy provides a unique combination of financial skills with a compassion for understanding each individual and his/her situation.
Randy counsels a range of people at varying stages in life. From young up-and-starters, to widows/widowers and key executives, Randy is a trusted and seasoned professional.
Companies also look to Randy to provide a financial counseling benefits to their key staff. Randy will strategize with your individual executives to develop customized retirement plans to help them determine the right ages and the right financial goals to coincide with their planned retirement lifestyles.
Financial Strategy and Planning skills include:
Retirement income
Executive compensation and benefits
Estate (eliminating uncertainties and easing the process for your loved ones)
Inheritance (managing unplanned income during a stressful life change)
Randy holds his Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations through The American College. Randy has been recognized with numerous awards over his years in the industry, most notably being inducted into the Principal Hall of Fame in 2004.
He also received the Lifetime Achievement Award from Princor Financial Services Corporation (Princor®) in 2008. He is a Princor Registered Representative with Princor, a member of the Principal Financial Group® -- FINRA Series 6, 63, 7 and 22 securities registrations. In addition, he holds Life, Health, and Variable Annuities licenses through many states.
Visit us online: http://www.roethelfinancial.com/
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