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RJ Whitelock

Sales Manager

Biography

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Education

Penn State University (2000-2003)

Focus Areas

  • Business Owners
  • Insurance Strategies
  • Retirement Income Planning
  • Investment Strategies (Reg. Reps Only)
  • Business Succession Planning
  • Financial Education
  • Estate Planning
  • Risk Management Strategies
  • College Funding Strategies

Languages

  • English

Coverpath - Get a quote for term life insurance

CRN202209-271451

Check the background of this investment professional on FINRA's BrokerCheck