Deep Enrich
Joel lutz, ricp®
308 followersTimeline
About me
Multi-line Agent at American National Insurance
Education
Texas a&m university
2006 - 2010Agri-business
The american college
2016 - 2017Ricp®, retirement income certified professionalAn RICP® designee is trained to understand how to structure effective retirement income plans, how to mitigate risks to the plan, and how to create a sustainable stream of income to last throughout a client’s retirement years.
Experience
Texas a&m university
Aug 2007 - May 2010Student tech & teaching assistant
American national insurance
May 2010 - nowOur philisophy is to make certain we take time to understand your needs, motivations, and concerns relative to your insurance needs. We can then recomend the appropriate type and more importantly the appropriate amount of protection for your needs, and through the whole process, make great use of your premium dollars.
Multi-line Agent
May 2010 - nowMulti-line Agent
May 2010 - now
Licenses & Certifications
Fema loma tutorial (flood insurance map amendment)
FemaJan 2012- View certificate
Ricp®, retirement income certified professional
The american college of financial servicesJan 2017
Long term care partnership certification (tx)
WebceMar 2014National flood insurance program: (what clients must know)
WebceJul 2011
Volunteer Experience
Vice-President
Issued by HELOTES AREA CHAMBER OF COMMERCE on Jan 2016Associated with Joel Lutz, RICP®Vice-President
Issued by Helotes Economic Development Corporation (EDC) on Jan 2016Associated with Joel Lutz, RICP®
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