sam newsham

sam newsham

financial advisor

About

I am a Financial Representative with Lincoln Investment Planning Inc. I focus on helping you in any way I can to build your future so you can retire well. Previously, I was a Licensed producer offering the Medicare Supplement policies. I was employed by The Hartford, but under contract with AARP and appointed by United Healthcare. Prior to this, I was a Licensed Long-Term Care Insurance Producer with The Hartford. I was primarily bringing in new business for the AARP branded products underwritten by Genworth Financial. After business hours, I am an active Volunteer Firefighter with the Ivyland Fire Company Station 62 in Bucks County, PA. Which I served as the President of the company for the 2013 term. Prior to entering the fincial/insurance world, I have had experience in customer service and commission sales in a retail setting, childcare, athletic coaching, construction and landscaping, and catering/food service.

Country

united states

City

chalfont

Industry

financial services

Skill

series 6, series 63, series 65, long term care, financial planning, wealth management, retirement planning, investments, insurance, life insurance, cpr certified, sales, customer service, medicare, microsoft office, mutual funds, risk management, financial services, medicare supplements, leadership, retirement

Experience

the hartford

medicare supplement insurance producer

the hartford

2013-6 - 2013-11 · 6 mos
the hartford

long-term care insurance agent

the hartford

2009-6 - 2013-7 · 4 yrs 2 mos

* I help AARP members protect their assets through Long Term Care planning. * Qualify and conduct needs analysis * Educate and formulate plan design based on regional cost of care * Recommend appropriate Long Term Care insurance plan * Licensed in all 50 states

lincoln investment

financial advisor

lincoln investment

2013-10 - Present · 13 yrs

Independent contractor offering Securities through Lincoln Investment, Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com

Education

montgomery county community college

montgomery county community college

liberal arts

2006-1 - 2009-1 · 3 yrs 1 mo
upper moreland high school

upper moreland high school

2000-1 - 2004-1 · 4 yrs 1 mo

Varsity Letterman and Captain of both Tennis and Wrestling Activities and Societies: Golf, Tennis, Wrestling, Stage Crew and Performer in the Drama Club, Marching Unit, Concert Band, Graduation Choir, Key Club, Hallway Decoration, A/V Dept

sam newsham's Contact Information

Email

******@***.com

Phone

(**) *** ****

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