Mary Stender

Credentials:
  • CLU®
  • LUTCF®

Focus: Retirement Income Planning, Retirement Strategies, Insurance Strategies, Investment Strategies, College Funding Strategies, Charitable Giving

Languages: English

 Professional Services:

  • Retirement Planning
    • 401(k)/Lump Sum Distributions
    • IRA Consolidation/Rollovers
    • Pension Payout Alternatives
    • Pension Transfers/Rollovers
    • Income Strategies for Retirement
    • Free Comprehensive Customized Retirement Profile
    • Long Term Care
  • Personal/Family Strategies
    • Disability Income Insurance
    • Education Funding Strategies (529s)
    • Charitable Giving Strategies
    • Estate Conservation Strategies
  • Business Strategies
    • Buy/Sell Agreement Funding
    • Business Succession Strategies
    • Disability Income Insurance
  • Products
    • Fixed Annuities
    • Fixed Index Annuities
    • Variable Annuities
    • Mutual Funds
    • Brokerage Accounts
    • Term Insurance
    • Variable Universal Life Insurance
    • Whole Life Insurance
    • Universal Life
    • Long Term Care Insurance

Memberships & Awards:

  • 29 years in Financial Industry
  • America’s Council
  • Platinum Conference
  • Million Dollar Round Table (MDRT) (Life Member)
  • MDRT Court of the Table
  • National Association of Insurance and Financial Advisors (NAIFA)

Licensing/Designations:

  • Licensed to sell Insurance & Annuities: CO, FL, GA, LA, MO, OK, TX, WA & AR- AR insurance license #918489
  • Licensed to sell Insurance in TN
  • Series 6 & 63 Securities Licenses. Registered in LA, MO, NC & TX
  • Life Underwriter Training Council Fellow (LUTCF)
  • Chartered Life Underwriter (CLU)

I accept and appreciate referrals!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

See Mary’s Licenses and Disclosures

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

Contact Mary

*Fields are required

Clear Lake Satellite Office

Satellite Office

17225 El Camino Real, Suite 333
Houston, TX 77058

CRN202001-224174