Stanley W. Dean, CLU's Profile and Contact Information

Stanley W. Dean, CLU General Agent

Local Office Office Number  (800) 964-3326 Alternate Number  (208) 634-3069 Fax Number  (208) 634-4826 Download vCard

Profile

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. In addition to products and services offered by this agency, this group of advisors is comprised of advisors for estate planning, attorney-at- law, accounting, financial management, mortgage loans brokerage, real estate, and Property & Casualty Insurance Please give me a call to arrange a mutually convenient time and place for us to meet. A meeting will enable me to gather the necessary information to make firm recommendations. I 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, retirement needs and health insurance