Becky Robinson

Rebecca Robinson is an Annuity National Sales Director for Jack Schroeder and Associates. She is highly experienced and skilled at identifying opportunities where clients could benefit from asset protection and takes a consultative approach when building solutions to meet the needs of individual and small business owner clients. She has been in the financial services industry since 1997 and brings a high level of professionalism has a background in annuities, life insurance, investments, retirement planning, income solutions, wealth transfer, and estate protection strategies. Rebecca hosts training and educational seminars for agents, financial advisors, CPAs, and clients about advanced planning strategies. She is a Chartered Financial Consultant® (ChFC®), Accredited Asset Management SpecialistSM (AAMS®), Certification In Long Term Care (CLTC®), and Accredited Wealth Management AdvisorSM (AWMA®), which allows her to better understand the complexities of the changing financial climate. Holds a series 6, 7, 63 and is licensed for life, health, home & auto, and long-term care.