MARVIN

Marvin holds a bachelor's degree in accounting from the University of Nebraska at Omaha; FINRA Series 6, 7, 63, and 65 licenses; and life and health insurance licenses. He has earned the designations of Chartered Life Underwriter®, Chartered Financial Consultant®, Certified Employee Benefit Specialist, and Accredited Investment Fiduciary®. Marvin is a member of the Lincoln Estate Planning Council, the Society of Financial Service Professionals, the International Society of Certified Employee Benefit Specialists, and the American Society of Pension Professionals & Actuaries... Benefit Planning Specialist, Inc. is an independent financial services firm dedicated to helping business owners and their employees define and achieve their retirement goals... The goal of a retirement plan is to ensure financial security later in life. At Benefit Planning Specialist, Inc., we have been helping business owners and their employees define and achieve their retirement goals for over 40 years. Our..

Primary location: Lincoln United States