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Monte S. Marti

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Independent Insurance Agent for Life and Annuity Planning

WealthStone Financial, Inc. Cedar Rapids, IA, Iowa

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About

About

Monte S. Marti is an independent insurance agent associated with WealthStone Financial, Inc. in Cedar Rapids, Iowa. The profile source identifies an active Florida insurance license and lists lines of authority in Life and Variable Annuity.

His listed insurance products include annuities and term life insurance, with related specialties in asset allocation analysis, diversification, risk management, and wealth management.

Licenses

Licenses

NPN
249873
Licensed states
FL
License numbers
E119526
License status
Active
Lines of authority
LifeVariable Annuity
License expiration
6/21/2004 12:00:00 AM

Products

Products

Insurance products
LifeVariable Annuity
Agent type
Independent agent

Specialties

Specialties

asset allocation analysisdiversificationrisk managementwealth management

Client fit

Client fit

Client types
IndividualsFamilies

Services

Services

Services and fees
ServiceFormatFeeContact
AnnuitiesStandard
Term life insuranceStandard

Service areas

Service areas

Cedar Rapids, IA

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