William Penn Life, 2011 (46. évfolyam, 1-12. szám)
2011-02-01 / 2. szám
Agents' Corner Eric Rodriguez Lakeland, FL 888-665-1048 Eric Rodriguez is CEO and founder of Rodriguez Wealth Management, Inc. and Rodriguez Investment Advisory, Inc. He has worked in the field of insurance and financial services since 1999. Since the inception of his practice, Eric has focused on assisting clients and fellow small business owners with achieving their financial goals in retirement. Through his hard work and diligence, Eric has earned the honor of being a member of the Million Dollar Round Table. As a member of MDRT, Eric has met stringent merit, ethics and production standards that only one percent of the world’s top insurance and financial service professionals meet. Eric has received Court of the Table honors for multiple years. Eric graduated from the University of South Florida with a bachelor’s of science degree in finance. He also holds a Series 66 license. Most recently, Eric passed the Certified Financial Planner Certification Examination and is currently a CFP® candidate. A native of New York, he now resides in Lakeland, Fla., with his wife, Amy, and the dynamic dogcat duo of Roonie and Calvin. Eric’s hobbies include reading, football, Oregon wines and spending time with his family and clients. Rodriguez Wealth Management, Inc. is a licensed insurance agency offering insurance, fixed rate annuities and fixed indexed annuities. Rodriguez Investment Advisory, Inc. is a registered investment advisor offering investment advisory services. Investment advisory services are offered through Shareholders Service Group, 9845 Erma Road, Suite 312 San Diego, CA 92131. Member NASD/SPIC/ Reg’d MSRB. □- The Right Person -Sometimes the stars line up for a great career. This may be that opportunity for someone you know.- The Right Position -William Penn Association is looking for the right candidate to lead their sales organization into the future. If you know of someone with proven sales management experience and: • Demonstrated leadership, • Highest level of integrity, • Positive mental attitude, • Strong verbal and writing skills, • Excellent interpersonal skills, • Service-oriented, resultsdriven self-starter, and • Team player.- The Right Time -All inquiries will be treated in confidence and should be directed to: George S. Charles, Jr., National President William Penn Association, 709 Brighton Road Pittsburgh, PA 15233. William Penn Life 0 February 2011 0 7 TII I05M
