Stanley W. Dean, CLU has been in the financial services industry since 1963. He has experience as an agent, Home Office employee, Brokerage Manager for a major disability income company, General Agent for many life and health insurance companies and was licensed as a General Securities representative and Branch Manager for a Broker Dealer in the securities business for several years.
He has also taught insurance and financial planning at the Davidson School of Continuing Education at the University of Southern California and moderated classes in Insurance at the Long Beach City College, Long Beach, CA for three years. His experience is as follows:
- 46+ years in the financial services business 1963-present.
- Charter Life Underwriter,
1985-present with a specialization in Retirement Planning.
- Adjunct Professor, College for
Financial Planning, 1984-1985.
- Instructor for Credentialing with the
Davidson School, University of Southern California, 1984-85.
- California Community College Lifetime
Instructors Credential in Insurance issued 1983-present.
- National Association of Security
Dealers registration for Series 7, General Securities, Series 63. Voluntarily
resigned my position as Branch Manager in January 2003 to concentrate on
insurance.
- Licensed in Idaho as Resident Agent,
License #AB099257 and ISIS Financial LLC is licensed in Idaho as Resident
Agent, License #AB119848. Stanley W. Dean, CLU is individually licensed as
Non-Resident Agent in California, License #0301088, in Nevada – License
#220759, in Utah – License #295671 and in Washington, License #731734.
- Member, Society of Financial Services
Professionals (SFSP), 1983-present Member, Treasure Valley Chapter, (SFSP),
Boise, Member, Board of Directors-1987-88, National Association of Health
Underwriters (NAHU), 1982-present. Founding Member, Los Angeles Association of
Health Underwriters, 1982-2003.
- Member, National Association of
Health Underwriters, 1983-present. Member Treasure Valley Association of Health
Underwriters, Boise, ID, 2003-present.
- Founding Member, McCall Advisory
Group. Comprised of Financial Service Professionals offering financial advice
to members of the community, 2005-present.
Please contact him to arrange a mutually convenient
time and place fto meet. A meeting will enable him to gather the necessary
information to make firm recommendations. We look forward to the possibility of
working with you in assessing your specific needs and helping make educated
decisions in how you allocate your dollars which you have allocated for
financial planning, life insurance, retirement needs and health insurance on an individual and group basis.