Kara Atkinson

Financial Consultant & Insurance Broker

Phoenix, AZ

720-***-****

kara@liquidgoldbenefits.com

EXPERIENCE

Allegis Advisor Group, UT — Financial Consultant

**** - *******

Life insurance, LTC, retirement, tax minimization, annuities, final expense planning, Disability income etc.

Key IM for IUL and universal life.

Wealth Space, CA — Financial Consultant

2019 - PRESENT

Leverage client funds into strong alternative investments including Viva wealth fund ( oil ) and spectra (real estate division) I also utilize this IMO for the infinite banking concepts and debt reduction.

Liquid Gold Benefits, CO — President

2016- PRESENT

Implement benefits packages into businesses using both supplemental & major medical. Also added short term disability plans along with buy sell agreements for employers.

EDUCATION

University of Northern Colorado — Pre law/business 2010

KAPLAN University, Denver — Insurance licensing & CE 2011

Fully licensed in 23 states across the USA.

P&C, life & health

LANGUAGES

Fluent in English, spanish

SKILLS

*Excellent at educating

clients on complex and

simple portfolio designs.

*Very analytical in creating

solutions for clients based on

their wants and needs.

*Great at working with a team

or independently

*Goal oriented & results

driven.

*self-starter, transparent and

value integrity

*sales, networking,

marketing

AWARDS

Platinum Award 2020

received for highest new

volume of sales for the year.

Top rep new premium & sales

credits Q1-Q4 2020

Received for benefit packages

implemented into businesses

during pandemic.

Silver Award 2020

Gold Award 2020

Top 10 associate in AP - 2018

*currently top 35 in sales for

2021

Contact this candidate