
Cfp Barry Flagg Clu Chfc Gfs Aep
My name is Barry Flagg and I am the inventor and founder of Veralytic - the only patented... | 275 Bayshore BoulevardUnit 1006, Tampa, United States
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Cfp Barry Flagg Clu Chfc Gfs Aep’s Emails bf****@us****.com
Cfp Barry Flagg Clu Chfc Gfs Aep’s Phone Numbers No phone number available.
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Cfp Barry Flagg Clu Chfc Gfs Aep’s Location 275 Bayshore BoulevardUnit 1006, Tampa, United States
Cfp Barry Flagg Clu Chfc Gfs Aep’s Expertise My name is Barry Flagg and I am the inventor and founder of Veralytic - the only patented publisher of life insurance pricing and performance research and product suitability ratings. I am the oldest youngest CERTIFIED FINANCIAL PLANNER* in the history of the College of Financial Planning, have more than 30 years of experience in both the investment and life insurance segments of the financial services industry, and hold CLU, ChFC, GFS and AEP designations. I am recognized as an expert in applying Prudent Investor principles to life insurance as a featured speaker at the national conferences of the Academy of Financial Services (AFS), Fiduciary360 (fi360), the Financial Planning Association (FPA), HSBC Bank/WTAS, Grant Thornton, Insurance Designers of America (IDA) National Financial Partners (NFP), M Financial, and Valmark, on a national radio show for John Hancock and Pacific Life, as a guest lecturer at Stetson Law School, Texas Tech University, and the Wall Street Academy, and as an instructor at the Leadership Boot Camp for Life Insurance Stewardship at West Point. I've also written about standards of care for the prudent selection and proper management of life insurance portfolios and been published/featured/cited in A Practical Guide To Drafting Irrevocable Life Insurance Trusts by ALI/ABA, ABA Trusts & Investments, AICPA Wealth Management Insider, CCH, the Fiduciary & Investment Risk Management Association (FIRMA), the Heckerling Institute, Leimberg Estate Planning Planning Newsletter, @ Regulatory from Deloitte, and Agent’s Sales Journal, Bank Investment Consultant, Empire Financial Advisor, Investment Advisor, National Underwriter, Trusts & Estates, and Wealth Management Business magazines. *At the time of being certified in 1987, Flagg had "become the youngest [CFP] candidate in the recorded history of the College for Financial Planning to complete the CFP Education Program".
Cfp Barry Flagg Clu Chfc Gfs Aep’s Current Industry Usa Today Blueprint
Cfp
Barry Flagg Clu Chfc Gfs Aep’s Prior Industry
Financial Planning Association
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Society Of Financial Service Professionals
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Www Barryflagg Com
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Triangulum Financial Partners
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National Financial Partners
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Veralytic
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Leimberg And Leclair
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Barry D Flagg Cfp Clu Chfc
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Investmentnews
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Clear Law Institute
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Investopedia
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University Of South Florida Muma College Of Business
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Cfp Board
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Forbes
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The Center For Board Certified Fiduciaries
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Penske Media
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Lorman Education Services
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Insure Com
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Finseca
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Usa Today Blueprint
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Work Experience

Usa Today Blueprint
Contributing Expert
Wed Mar 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Finseca
Standards of Conduct Working Group - Volunteer
Wed Feb 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon May 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Insure Com
Contributing Expert
Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Lorman Education Services
Continuing Education Instructor
Sun Aug 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Penske Media
Contributing Expert
Thu Jul 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jul 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
The Center For Board Certified Fiduciaries
Board Member & Specialty Leader in Applied Fiduciary Practices for Life Insurance
Mon Mar 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Forbes
Contributing Expert
Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Cfp Board
CFP Board Professional Standards & Legal Department - Volunteer
Wed Apr 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
University Of South Florida Muma College Of Business
Guest Lecturer at USF Muma School of Business - Personal Financial Planning Program
Mon Oct 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Clear Law Institute
Continuing Education Instructor
Tue Aug 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Aug 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Investopedia
Contributing Columnist
Tue Aug 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Mar 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Investmentnews
Contributing Columnist
Tue Mar 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Apr 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Barry D Flagg Cfp Clu Chfc
Consulting Expert
Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Leimberg And Leclair
Contributor
Wed Nov 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Veralytic
Founder, Inventor & President
Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Triangulum Financial Partners
Principal & Sub-Advisor to 1,000s of Life Insurance Trusts
Sun Sep 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
National Financial Partners
Member Firm of PartnersFinancial
Sun Sep 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Mar 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Www Barryflagg Com
Continuing Education Instructor
Thu Mar 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Society Of Financial Service Professionals
Member
Fri Jan 01 1993 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Financial Planning Association
Member
Thu Jan 01 1987 00:00:00 GMT+0000 (Coordinated Universal Time) — Present