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Anthony Draft
Benefits Counselor at The Lotter
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Work Experience
Benefits Counselor
May 2018 - Present · 6 years and 8 months
Insurance Agent
Jun 2016 - Present · 8 years and 7 months
Princlple Partner Director Of West Coast Operations
Aug 2013 - Present · 11 years and 5 months
Company Details
11-50 Employees
For the past 25 years, the Lotter Group has provided sound financial planning and financial products to thousands of school teachers in California. The Lotter Group is known for its client loyalty and unparalleled integrity. Company Mission: *Be truthful when explaining products and concepts *Never misrepresent your affiliations *Deliver more than what you are asked for *Pursue further education and training *Follow a needs-based selling standard Specialties: *Tax Strategy *Estate Planning *Risk Management *Brokerage Services *Retirement Products *Core Benefits
Website
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Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
Newport Beach, US
Keywords
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