JOE STEVENS AAI, ARM, LUTCF

Settlement Professionals Inc.

Joe Stevens
PO Box 323
New Whiteland, IN 46184
Phone: 317-683-7961
Fax: 866-611-6588
Cell: 317-554-7823
Jstevens@SettlePro.com

 

Professional History

Insurance Executive and Financial Principal,
1988-2006

Directed Sales Programs with a variety of sales force individuals helping clients find solutions to complex answers with the use of Risk Management Programs. Solutions are individual based and utilize a wide range of insurance and financial services tools to meet the special needs of each client.

Owner/President PMSteve, LLC, 2006-2010
Founder and owner of a Risk Management Company handling over 1 million dollars in sales focused on meeting customers’ needs in the Food Service Industry. Will remain and officer of this company.

Settlement Professionals, Inc. 2011-Present
Currently focused on using my unique skill set in Risk Management, Insurance and Financial Services to help the clients in the Indiana area and throughout the mid-west.

 

Professional Associations

Accredited Advisor in Insurance (AAI)
Associate in Risk Management (ARM)
Life Underwriting Training Council Fellowship (LUTCF)
Member of the Society of Settlement Planners (SSP)
Former Local Past President of Nation Association of Life Underwriters (NALU)
Licensed in Life, Health and Disability

Personal History
Married and the proud parent of three kids. A graduate of Portland State University business school.




Questions? Contact Us >>>

 

Questions: (317) 683-7961

"At a time when my ability to trust was least, you and your firm professionally respected my weakness, tolerated my rantings, and ultimately served my best interest despite myself. Thank you again."

P.S.
Redmond, OR

 

Fast Answers:

Questions about the settlement process? We’re here to help! Drop us a line or call us at (800) 666-5584

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Contact

Settlement Professionals, Inc.
1800 Blankenship Road, Suite 160 West Linn, OR 97068
Office: (800) 666-5584
Mobile: (503) 880-5615
www.settlepro.com
meligan@settlepro.com

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