Matt Tarkenton is Executive Vice President at Tarkenton Financial. For more than 12 years, Matt has trained thousands of insurance agents and securities reps on developing retirement income plans. Through this work, Matt has developed an appreciation for comprehensive plans that are also simple to understand and implement. Matt also has over twenty years of investment banking experience and holds the series 7, 63 and 79 licenses and is affiliated with Independent Investment Bankers Corp. Matt is a graduate of Princeton University and Harvard Business School, serves on numerous community and charitable boards and lives with his family in Atlanta.
Angela Tarkenton Cordle is an Investment Advisor Representative as well as Executive Vice President with her family’s firm, Tarkenton Financial. In addition to working with advisors throughout the United States, Angela works with clients exclusively in the Atlanta area to educate and assist them in preparing for retirement. Angela holds a BBA from the Terry College of Business at the University of Georgia, her Series 65 investment license as well as being insurance licensed in all 50 states. Angela has served on the board of directors of a number of civic and philanthropic organizations. She has three daughters: Caroline, Sarah and Kate, and has been actively involved in parent organizations through their school.
Descripción del libro
This book is a fictional narrative that follows a retirement planner having several educational meetings in a coffee shop with prospective clients to inform them about potential challenges to their retirement, and what they can do to address those challenges. It is designed to be an educational/sales aid for insurance agents to give to clients.
Público al que se apunta
This book is designed to be read by people age 50 and above, who are approaching retirement or in retirement. These individuals will generally be middle class to upper middle class with retirement assets.
Tipo de portada de libro
Tapa blanda o Paperback
Our book is self-published and we will have it printed with a print vendor.
Diseño de inspiración
¿Qué colores quieres que tenga tu diseño?
Los diseñadores eligen
Atributos de estilo
Necesidades de diseño
The size of the cover should be 6" W x 9" H. We would like a clean, attractive, warm design that will convey a sense of professionalism about financial/retirement issues, yet not too stuffy or buttoned up. More like a casual meeting taking place in a coffee shop, as the title suggests. Probably a modern sans serif font and a clean design with some kind of graphic or image
Lo que debe evitarse
Do not use images of piggy banks, nest eggs, money, arrows (like stock market arrows), or pictures of retired couples.
Hemos encontrado algunos concursos similares que podrían interesarte