William Penn Life, 2011 (46. évfolyam, 1-12. szám)
2011-01-01 / 1. szám
Agents' Corner Richard L. Cohen Apopka, FL 407-246-5499 Since joining the financial services industry in July 1975, Rick has had the opportunity to work in New York City as well as a sales manager and sales agent in the greater Orlando area. As an agent, he has developed a client base of more than 2,500 individuals and firms. Rick founded Wealth Strategies Advisory Group, a financial planning practice that serves individuals and businesses within the private and public sectors. He has a large following of educators and individuals working for non-profit organizations. He has been quoted in trade journals and has conducted radio broadcasts on financial strategy concepts. Always seeking more knowledge to help his clients, Rick has acquired several recognized professional designations. Earning his designation as a Chartered Life Underwriter (CLU) at the age of 25, he also obtained the Chartered Financial Consultant designation and became a Certified Financial Planner Licensee more than 15 years ago. Rick is a graduate of the Georgia Institute of Technology where he earned a bachelor’s of science degree in economics. He earned his MBA degree from Georgia State University and a master’s degree in financial services from The American College. Rick holds life and health insurance licenses and is registered to sell fixed and variable insurance products in Florida and Georgia. He holds FINRA Series I, 7, 24, 63 and 65 registrations. Rick is a life member of the Million Dollar Round Table and past president of the Central Florida Society of Certified Financial Planners. Rick resides in Apopka, Fla., with his wife Es. They have four children. He has held leadership positions for several community, civic and charitable organizations. His son Matt is also a licensed agent within the practice, making him the third generation financial planning professional. G 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 January 2011 0 7
