Julie Stewart, RICP©
Watkinsville, Georgia, United States
3K followers
500+ connections
About
As Vice President of IMO Annuity Distribution at Nationwide, I have 20 years of…
Articles by Julie
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Transfer vs Rollovers: What's the Best Way to Move Retirement Funds?
Transfer vs Rollovers: What's the Best Way to Move Retirement Funds?
By Julie Stewart, RICP©
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Don't Risk Your Business by Risking Client Privacy
Don't Risk Your Business by Risking Client Privacy
By Julie Stewart, RICP©
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The Cost of Healthcare & Retirement Income Planning
The Cost of Healthcare & Retirement Income Planning
By Julie Stewart, RICP©
Contributions
Activity
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One of the most important ways to help protect businesses is by developing written contracts with business partners. Learn more on…
One of the most important ways to help protect businesses is by developing written contracts with business partners. Learn more on…
Shared by Julie Stewart, RICP©
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🌍✨ In June I had the pleasure of attending an inspiring SVP trip that broadened my horizons and fueled my passion for innovation and collaboration!…
🌍✨ In June I had the pleasure of attending an inspiring SVP trip that broadened my horizons and fueled my passion for innovation and collaboration!…
Liked by Julie Stewart, RICP©
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We're making the most of the remaining summer days on Team Barnette! We had a fantastic team bonding experience on Lake Norman. Special thanks to our…
We're making the most of the remaining summer days on Team Barnette! We had a fantastic team bonding experience on Lake Norman. Special thanks to our…
Liked by Julie Stewart, RICP©
Experience
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Education
Licenses & Certifications
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Securities Licensed, S6
Licensed
Volunteer Experience
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Board Member
The Guide Project
- Present 5 years 10 months
Social Services
The Guide Project works to connect people with disabilities and their families with opportunities to have enriching life experiences that others may take for granted. This initiative is shining a light on the brilliant strengths that people with disabilities have and the value they can contribute to the world while also creating new experiences that connect people of all abilities - so that we can all guide each other.
Lets cultivate a community that promotes inclusivity, neurodiversity and…The Guide Project works to connect people with disabilities and their families with opportunities to have enriching life experiences that others may take for granted. This initiative is shining a light on the brilliant strengths that people with disabilities have and the value they can contribute to the world while also creating new experiences that connect people of all abilities - so that we can all guide each other.
Lets cultivate a community that promotes inclusivity, neurodiversity and kindness - as a natural way of life -
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Board Member
Board for Green Initiatives
- 1 year 1 month
Environment
➤ Met with city officials to develop a refuse and recycling initiative.
➤ Spoke at town hall meetings to educate residents on the importance of the program and the resources available to them.
➤ Wrote an article for the Troy Record addressing resident concerns over the program. -
Publications
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Are Your Clients Ready for Retirement?
Insurancenewsnet.com
See publicationAre Your Clients Ready For Retirement?
In order to effectively assist your clients in designing a retirement plan that allows for income they cannot outlive, we must first identify the income gap. This is the space between what your clients are currently bringing in and what their projected expenses look like in retirement.
An important question to ask: How much income do your clients believe they need in order to live comfortably throughout retirement? Are they falling short? If…Are Your Clients Ready For Retirement?
In order to effectively assist your clients in designing a retirement plan that allows for income they cannot outlive, we must first identify the income gap. This is the space between what your clients are currently bringing in and what their projected expenses look like in retirement.
An important question to ask: How much income do your clients believe they need in order to live comfortably throughout retirement? Are they falling short? If so, they will need to change the way they think about retirement planning. Here’s how you can help.
Courses
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Advanced Markets Training
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Advanced Markets Training, 2013
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Certified Annuity Specialist
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How to Use Social Networking to Improve Your Business, 2013
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How to use Social Networking to Improve Your Business
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Languages
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English
Native or bilingual proficiency
Organizations
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The Guide Project
Member – Board of Directors
- Present
Recommendations received
2 people have recommended Julie
Join now to viewMore activity by Julie
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📣 Exciting Announcement! 📣 We are thrilled to welcome Tony Compton to our leadership team in the role of President of Annuity Marketing.…
📣 Exciting Announcement! 📣 We are thrilled to welcome Tony Compton to our leadership team in the role of President of Annuity Marketing.…
Liked by Julie Stewart, RICP©
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That was a great week! Thank you to everyone who joined us at the Convention of Champions in Las Vegas, including three-time Olympic gold medalist…
That was a great week! Thank you to everyone who joined us at the Convention of Champions in Las Vegas, including three-time Olympic gold medalist…
Liked by Julie Stewart, RICP©
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Shout out to Keith Burger, CRPC for leading an impactful retreat with annuity partners supporting the growth of Financial Independence Group’s…
Shout out to Keith Burger, CRPC for leading an impactful retreat with annuity partners supporting the growth of Financial Independence Group’s…
Liked by Julie Stewart, RICP©
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"Thanks to TruChoice Financial and their advisors for a fantastic kickoff event last night and an insightful business session this morning. It was…
"Thanks to TruChoice Financial and their advisors for a fantastic kickoff event last night and an insightful business session this morning. It was…
Liked by Julie Stewart, RICP©
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3 Billion in Annuity Sales. Can’t believe this is my 27th year wholesaling for Nationwide. Would not have been able to hit this milestone without the…
3 Billion in Annuity Sales. Can’t believe this is my 27th year wholesaling for Nationwide. Would not have been able to hit this milestone without the…
Liked by Julie Stewart, RICP©
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Just returned from an unforgettable trip to Rome with some of our incredible advisor partners, friends, and colleagues! 🌟 Between exploring the…
Just returned from an unforgettable trip to Rome with some of our incredible advisor partners, friends, and colleagues! 🌟 Between exploring the…
Liked by Julie Stewart, RICP©
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Even with the S&P 500® Index setting record highs throughout 2024, most stocks still need to keep up with the benchmark Index. Our latest insights…
Even with the S&P 500® Index setting record highs throughout 2024, most stocks still need to keep up with the benchmark Index. Our latest insights…
Shared by Julie Stewart, RICP©
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There can be a delicate balance of independence and safety for senior living residents. A negotiated risk agreement can be a vital tool for families,…
There can be a delicate balance of independence and safety for senior living residents. A negotiated risk agreement can be a vital tool for families,…
Shared by Julie Stewart, RICP©
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Wheelchair footrests may be an overlooked aspect of senior living resident safety, but they can be an important role in preventing injuries…
Wheelchair footrests may be an overlooked aspect of senior living resident safety, but they can be an important role in preventing injuries…
Shared by Julie Stewart, RICP©
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A recent survey* of retirement plan participants reveals women have negative perceptions of their retirement. Learn more about the findings…
A recent survey* of retirement plan participants reveals women have negative perceptions of their retirement. Learn more about the findings…
Shared by Julie Stewart, RICP©
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Clients have the opportunity to take advantage of several Tax Cuts and Jobs Act tax-reducing benefits before they sunset soon. Help them create a…
Clients have the opportunity to take advantage of several Tax Cuts and Jobs Act tax-reducing benefits before they sunset soon. Help them create a…
Shared by Julie Stewart, RICP©
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I will remember this day forever. In front of 33,000 agents, I shared the stage with my daughter, to celebrate World Financial Group (WFG)'s…
I will remember this day forever. In front of 33,000 agents, I shared the stage with my daughter, to celebrate World Financial Group (WFG)'s…
Liked by Julie Stewart, RICP©
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Taking some time off this week to reflect on the first half of the year. I’m thankful for our strong distribution partners, our internal partners at…
Taking some time off this week to reflect on the first half of the year. I’m thankful for our strong distribution partners, our internal partners at…
Liked by Julie Stewart, RICP©
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