LiAnne Larson
LiAnne joined The LBL Group in 1998. Her professional focus encompasses assisting clients in achieving financial security and independence by developing solid investing programs to help meet their short and long term financial goals.
LiAnne’s experience includes:
Retirement Planning- 401(k), 403(b), 457, Traditional and Roth IRA’s, Rollovers
Education Planning- 529, Coverdell IRAs, and UGMA/UTMA plans
Insurance Coverage- Term, Whole Life, Universal, Variable & Long Term Care
Employee Voluntary Benefits- Life, Disability, Cancer, Critical Illness, Long Term Care
LiAnne’s qualifications include: Compliance Director for The LBL Group, Series 6 and 63 Registered Representative through NPB Financial Group LLC, Life and Health Licensed, Variable Life and Annuity Licensed, and a Member of National Association of Insurance and Financial Advisors (NAIFA).
LiAnne is currently pursuing her designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.
CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
CA INS LIC: #0D78667