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Kara Stanley RICP® CRPC®

Kara Stanley RICP® CRPC®

Owner

Followers of Kara Stanley RICP® CRPC®514 followers
location of Kara Stanley RICP® CRPC®Concord, New Hampshire, United States

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  • Timeline

  • About me

    Financial & Insurance Services | Helping Families & Small Businesses Piece Together Their Financial Future

  • Education

    • NAIFA - Leadership in Life Institute

      2014 - 2014
      Leadership, personal growth, enhancing business practices

      The NAIFA Leadership in Life Institute (LILI) develops leaders by fostering personal growth, enhancing business practices and developing skills necessary for effective leadership.

    • NH Leadership

      2011 - 2011

    • Laconia High School

      1986 - 1991

    • College for Financial Planning

      2001 - 2001
      CRPC Designation Retirement Planning

    • The American College of Financial Services

      2014 - 2016
      Retirement Income Certified Professional® (RICP) Retirement Income Planning

      Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. The must also have three years of experience, meet stringent ethics requirements, and participate in The College’s continuing education program. RICP® prepares you help clients obtain a secure retirement. This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s… Show more Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. The must also have three years of experience, meet stringent ethics requirements, and participate in The College’s continuing education program. RICP® prepares you help clients obtain a secure retirement. This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client's retirement. Show less

  • Experience

    • Kara Financial

      May 1993 - now
      Owner

      Kara began her career in the Insurance Industry in 1993. She achieved the designation of Chartered Retirement Planning Counselor® (CRPC) from the College for Financial Planning in February, 2001.Kara brings over 30 years of experience and expertise to the field of insurance, annuities, and planning. She has a specialty in Small Business Retirement & Benefits Planning, Future Planning for Families with Special Needs Children, and Retirement Income PlanningKara spends time volunteering in many aspects of her community, both professionally and personally. She is currently one of the Head Coaches of The Winnipesaukee Warriors Special Olympics of NH Team, a member of the Family Support Council for Lakes Region Community Services, and Laconia Kiwanis.Kara resides in beautiful Laconia, NH with her family where she enjoys hiking & mountain biking.Specialties Include:Life InsuranceFinancial PlanningTax Sheltered AnnuitiesComprehensive College PlanningFuture Planning for Families of Special Needs Show less

    • Agent's 1st Choice

      May 1993 - now
      Agency Manager

      Agent's 1st Choice and Annuity East, LLC was established in 2003 and is the successor organization to AUNE/Frank Sullivan with over 40 years of serving agents annuity needs. We focus our efforts in the New England area where we have a personal relationship with each of our agents. Excellence in Service:Specializing in service our “boutique” atmosphere provides our agents with personal contact from the sales process through years of support that producers and clients deserve. Our top priority is making your business as easy as possible.Products:We represent many annuity companies offering a variety of products to your clients needs.Single Premium Deferred Annuities: Short term multi-year guaranteed productsFlexible Premium Deferred Annuities: Low Minimum premiums on tradition and fixed indexed annuities.Fixed Indexed Annuities: Bonus FIA’s Short term FIA’s New Income Rider OptionsSingle Premium Immediate Annuities: We will provide you the most competitive quotes. Show less

    • NAIFA-New Hampshire

      Jan 2013 - Jan 2014
      President

  • Licenses & Certifications

    • Chartered Retirement Planning Counselor℠ or CRPC® Professional Designation

      College for Financial Planning
      Feb 2001
      View certificate certificate

    • Retirement Income Certified Professional®

      The American College of Financial Services
      Oct 2016
      View certificate certificate

  • Volunteer Experience

    • Walk-A-Thon Sponsor and Fundraising Committee Member

      Issued by Autism Center of Central New Hampshire on Sept 2010
      Autism Center of Central New HampshireAssociated with Kara Stanley RICP® CRPC®

    • Coach

      Issued by Special Olymics - Winnipesaukee Warriors on Sept 2014
      Special Olymics - Winnipesaukee WarriorsAssociated with Kara Stanley RICP® CRPC®

    • Treasurer

      Issued by Kiwanis of Laconia, NH on Oct 2018
      Kiwanis of Laconia, NHAssociated with Kara Stanley RICP® CRPC®