Connie Binz

Connie Binz

Senior Financial Services Executive

Domicile State: AR
Phone: (501) 847-5449
Fax: (501) 847-5462
E-mail:
 

Address:

Strategic Financial Partners

25285 Interstate 30

Bryant, AR  72022

 

 

BUSINESS PHILOSOPHY

My goal is to help individuals develop strong financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs.  My goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom.

 

QUALIFICATIONS

•  Began career in 1999

•  BA in Business/ Corporate Finance

•  Licensed Life & Health Insurance  

•  Registered Representative of Strategic Financial Partners

•  LUTCF - Life Underwriter's Training Council Fellow

•  CLTC - Certified in Long Term Care

 

PRODUCTS AND SERVICES

• Retirement Planning and Income Strategies

• 401(k) Rollovers

• Mutual Funds

• Traditional / Roth IRA's

• IRA Consolidation / Rollovers

• Education Funding Strategies

• Long-Term Care Insurance

• Life Insurance

• Disability Insurance

• Deferred Compensation Plans for Businesses

• 401(k) Plans for Businesses

• Pension Payout Alternatives/Lump Sum Distributions

• Pension Transfer / Rollovers

• Estate Conservation Strategies

 

PERSONAL

I grew up in Little Rock, AR. My family now lives in Benton, AR.

I have been married to my husband Rick since 1985.

I have two grown sons, Austin and Corbin.

 

ORGANIZATIONS

5 Year Board Member for Central Arkansas' Insurance and Financial Advisors

3 Year Advisory Council for MetLife

Member of Bryant Chamber of Commerce

Active Church Member and on Leadership Committee

Million Dollar Round Table (2000-present)

NAIFA Award (National Association of Insurance and Financial Advisors) (2000-present)