KN
Karen Nelson
Evp Customer Care at Second Act Financial Services
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Work Experience
Evp Customer Care
Jan 2023 - Present · 1 years and 11 months
Strategic Senior Solutions, LLC
President
Mar 2017 - Present · 7 years and 9 months
Svp Of Business Development/Senior Consultant
Jun 2012 - Mar 2017 · 4 years and 9 months
Company Details
RETIREMENT BANKING UNDERSTOOD. www.secondact.com Second Act helps seniors and retirees make the move to the retirement lifestyle of their choice through fast and simple bridge financing delivered in a manner that shows both retirement communities and the seniors whom they serve, that we understand. Unhampered by network restrictions, Second Act can wire proceeds to any one of over 27,000 retirement and senior living, communities across the USA. Second Act also provides home sale solutions, access to veteran benefits specialists, insurance solutions and move. The nation's first FinTech hyper focused on the retail banking needs of retirees! Over the next few decades, 155 million people will be 55 or older. Second Act Financial Services is a senior-focused division of Liberty Savings Bank. Our purpose is to serve and delight retirees and seniors as they transition to retirement communities. Liberty Savings Bank is a Federal Savings Bank headquartered in Ohio with branches in Florida! The experiences serving their mature customers led the bank to seek retirement industry veterans to create this very special Division and serve retirees nationwide. The 50+ is a demographic is little understood by today's banking institutions and thus significantly under-served, presenting a massive opportunity for Second Act to capture and delight this age group by showing retirees and the families watching out for them, that we understand.We have been established to address the unique needs of banking clients aged 50 or older, whether it is for bridge financing, mortgages, credit cards or deposit products. All provided in a manner that says "We Understand."
Year Founded
2018
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
1940 Duke St Suite 200 Alexandria, Virginia 22314, US
Keywords
Financial ServicesBankingFinancial PlanningSenior LivingActive Adult
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