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Ricky Lafon

Ricky Lafon

Owner

Lafon Financial Strategies

Visionary leader and relationship builder

Message
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Lafon Financial Strategies

Owner

I advise individuals and families on financial strategies. I also offer organization of client financial documents to communicate complex next steps through various software applications

Career medium 02
Career

New York Life Insurance Company

Financial Services Professional

I consulted with families to develop financial planning for them to achieve desired results.

Allstate Insurance Company

Process Specialist

• Achieved the number two overall New Agency Consultant/New Agency Specialist team in the country
• Developed relationships with new independent Allstate agency business owners and their staff to work together as a team for regional goals in both Virginia and West Virginia
• Became a subject matter expert on products, selling systems and software
• Analyzed agency financial reports to develop working solutions for implementation
• Served as a first level brand manager at independently owned offices
• Analyzed agency problem areas and developed working solutions for implementation
• Served as a first level brand manager at independently owned offices

Career medium 05
Career
Career medium 02

Allstate Insurance Company

Education Consultant

• Facilitated training courses utilizing various platforms for products and computer software
• Developed and coordinated training calendar for multiple locations
• Supported agents by offering first level technological advice on computer hardware and software systems
• Developed relationships with existing Allstate agencies in territory to engage them in training of new products and systems to increase sales and retention of clients

Career

Liberty University

Master of Business Administration (MBA), Business