Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Government Personnel Mutual
Life Insurance Company |
| Address: |
10056 Alondra Drive |
| City: |
Shreveport |
| State: |
LA |
| Zip Code: |
71115 |
| Telephone: |
(800) 929 - 4781 |
| Fax: |
(318) 797 - 8590 |
| Web Site: |
www.gpmlife.com |
| |
Specializing in working with Federal Employees to
understand their federal benefits through education and personalized
benefit booklets and individual analysis. To help Federal Employees
coordinate federal benefits with their personal assets.
I am immediate past President of The Society of Certified
Federal Employee Benefit Specialists and the National Director
of Civil Service Markets for Government Personnel Mutual. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Mitchel R. Newstadt |
(318) 798 - 7343 |
mrnews@bellsouth.net |
PROFILE INFORMATION
Licenses and Education
Insurance Licenses (Life, Health, Disability, etc.): Life,
Health, Disability, Annuities
Other Licenses and Designations (ChFEBCSM,
CFP®, CPA, etc.): ChFEBCSM,
Education
/ Area of Study: LSU (Accounting)
Associations and Affiliations: National,
Louisiana, Shreveport Association of Insurance and Financial Advisors
Experience
I have been providing financial and/or related advice
to clients for 36 years.
How I/we charge clients for services (please select one):
| __ |
Fee for Financial Planning (initial, hourly, and/or
retainer) |
| __ |
Fee based on percentage of assets managed; percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
| __ |
Other (please specify): salaried home office official |
Financial Services Provided
| __ |
Tax preparation |
X |
Comprehensive financial planning |
| __ |
Investment and asset management |
X |
Insurance |
| __ |
Elder and long-term care planning |
| __ |
Estate planning |
X |
Retirement planning |
| __ |
Cash management and budgeting |
| __ |
Stock and bond brokerage |
| __ |
Other (please specify): |
Specialty: Help the Federal Employee
coordinate Government Benefits with their personal assets through personalized
individual analysis and education.
I am or my firm is registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm (please select one):
X |
1-5 |
| __ |
6-10 |
| __ |
11-50 |
| __ |
51-99 |
| __ |
100 or more |
My affiliation with the office/firm:
| __ |
Owner/Partner |
| __ |
Employee |
| __ |
Independent Contractor |
X |
Other: Regional Director of Agencies |
Broker/Dealer Affiliation:
X |
No affiliation |
| __ |
Affiliated with |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
