Building Your Financial Legacy

Building Your Financial Legacy

In this podcast, our host da Vinci Parks sits down with guests Alicia Gordon and Derrick Johnson to talk about building legacy through life insurance, 40l(k) plans, annuities and mutual funds.  Both guests are well-versed in financial products/awareness, and bring that knowledge to this podcast to begin the conversation about diversifying and building wealth and financial legacy.  Ms. Gordon has over 15 years of experience in the financial services industry. In part, she worked for a major bank, monitoring financial advisors to ensure that they made suitable and appropriate investment decisions for their clients. I am currently a VP in compliance for a Nationally Recognized Statistical Rating Organization (NRSRO).  Mr. Johnson is an insurance agent and has access to multiple products ranging from annuities to universal life insurance to term life insurance.  Mr. Johnson has been selling insurance since 1999.

 

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