“Scott is trustworthy and reliable and has a knowledge when it comes to insurance products like Annuity,Long term care and Life insurance.What I like most about Scott, he is always willing to help.”
About
Experienced Marketing Director with a demonstrated history of working in the insurance…
Activity
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I am even more hyped up than usual! And no, it’s not because the pumpkin spice latte is already here. I’m sticking with my usual coffee: black with…
I am even more hyped up than usual! And no, it’s not because the pumpkin spice latte is already here. I’m sticking with my usual coffee: black with…
Liked by Scott Heinila, RICP®
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IDA Fort Worth held an awesome client appreciation event last week with the pros from Brix Barbecue. We had a great time with clients learning how to…
IDA Fort Worth held an awesome client appreciation event last week with the pros from Brix Barbecue. We had a great time with clients learning how to…
Liked by Scott Heinila, RICP®
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Community in Retirement: Below is an article that I liked pertaining to the importance of community in retirement. My wife puts together a block…
Community in Retirement: Below is an article that I liked pertaining to the importance of community in retirement. My wife puts together a block…
Liked by Scott Heinila, RICP®
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Education
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The RICP® educational curricula is the most complete program available to professional financial advisors looking to help their client create sustainable retirement income. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors.
Licenses & Certifications
Recommendations received
5 people have recommended Scott
Join now to viewMore activity by Scott
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Latest Optimized Advisor Podcast episode is live! Linked below to listen and watch ⬇
Latest Optimized Advisor Podcast episode is live! Linked below to listen and watch ⬇
Shared by Scott Heinila, RICP®
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New Episode is LIVE! 🎧🎙 Ep. 111 - Unlocking the Hidden Gems of LTC: Transforming Tax-Deferred Annuities into Tax-Free Benefits with Brad Shepard…
New Episode is LIVE! 🎧🎙 Ep. 111 - Unlocking the Hidden Gems of LTC: Transforming Tax-Deferred Annuities into Tax-Free Benefits with Brad Shepard…
Liked by Scott Heinila, RICP®
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Have you registered for our National Webinar? Join us this Thursday, 8/22/24 for an insightful discussion on annuities, the current market, and more!…
Have you registered for our National Webinar? Join us this Thursday, 8/22/24 for an insightful discussion on annuities, the current market, and more!…
Liked by Scott Heinila, RICP®
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Northeast Planning Director, Jeff Fellion, enjoying time out of the office with his wife and two children while resetting for the the week…
Northeast Planning Director, Jeff Fellion, enjoying time out of the office with his wife and two children while resetting for the the week…
Liked by Scott Heinila, RICP®
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Make sure to get yourself a copy of Sheryl Moore's Why I Bought Indexed Annuities!!! It is not only informative but also a delight to read. Her…
Make sure to get yourself a copy of Sheryl Moore's Why I Bought Indexed Annuities!!! It is not only informative but also a delight to read. Her…
Liked by Scott Heinila, RICP®
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PCN would not be here today without our original Founder Blair O'Connor & Co-Founder Dwight Eberts. In celebration of our 25th anniversary, we've…
PCN would not be here today without our original Founder Blair O'Connor & Co-Founder Dwight Eberts. In celebration of our 25th anniversary, we've…
Liked by Scott Heinila, RICP®
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Kiplinger recently shared this article entitled, “Most People Think They Need $1.8 Million to Retire. Do You? The majority of Americans believe they…
Kiplinger recently shared this article entitled, “Most People Think They Need $1.8 Million to Retire. Do You? The majority of Americans believe they…
Liked by Scott Heinila, RICP®
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OIP NATIONAL WEBINAR SERIES: Annuities. Guarantees. Income. Hosted By: Scott Heinila, RICP® and Bill Bonk Date: Thursday 8/22/24 Time: 11 am ET | 10…
OIP NATIONAL WEBINAR SERIES: Annuities. Guarantees. Income. Hosted By: Scott Heinila, RICP® and Bill Bonk Date: Thursday 8/22/24 Time: 11 am ET | 10…
Liked by Scott Heinila, RICP®
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NEW EPISODE IS LIVE! Episode 110: Optimizing Client Trust: Beyond Annuities and Into Authentic Relationships with Jason Labrum, CFP®, AIF® Scott…
NEW EPISODE IS LIVE! Episode 110: Optimizing Client Trust: Beyond Annuities and Into Authentic Relationships with Jason Labrum, CFP®, AIF® Scott…
Liked by Scott Heinila, RICP®
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Is being ultra wealthy just a dream? Consider the ideas I share in this clip on how to cultivate True Wealth. Video Credit: Bart…
Is being ultra wealthy just a dream? Consider the ideas I share in this clip on how to cultivate True Wealth. Video Credit: Bart…
Liked by Scott Heinila, RICP®
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Exciting news! I am thrilled to announce that I will be co-presenting at LPL Focus next week alongside Kirk Bowman and Bill Sweeney Together, we…
Exciting news! I am thrilled to announce that I will be co-presenting at LPL Focus next week alongside Kirk Bowman and Bill Sweeney Together, we…
Liked by Scott Heinila, RICP®
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