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February 11, 2012 @ 07:43 AM

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The Income Benefits Group, Inc.

The Income Benefits Group

Hello, my name is Greg Anderson. Welcome to my Web Site.

 

 As an AXA Advisors Financial Professional and an active member of the Naperville, Illinois community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills, I've regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the following FINRA Registration:

  • Series 6, Series 7, Series 63, and Series 65
  • Wharton certificate in Retirement Planning

My academic background includes a Bachelor of Science in Industrial/Organizational Psychology from George Mason University, Fairfax, Virginia.

My education, experience, and professional affiliations have fostered my practical approach to offering financial advice and planning services to my clients. Rather than just recommending a hodgepodge of unrelated products, I will first consider your specific financial goals and investment objectives. Working together, we will formulate a strategy to help you achieve your financial goals. Then, as a registered representative of AXA Advisors, LLC, and as an agent of AXA Network, I'll recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:

  • Member of AXA Paramount Planning Group
  • Member of the Court of the Table, Million Dollar Round Table
  • Knight of the Million Dollar Round Table Foundation
  • Member of the Society of Financial Service Professionals
  • Member of the Naperville, Illinois Area Chamber of Commerce
  • Member of the Education Partnership with Naperville School District #203 and Indian Prairie School District #204
  • Member of the National Association of Life Underwriters
  • Officer and volunteer with Habitat for Humanity, Fox Valley Affiliate
  • National Agent Forum Representative for Chicago
  • Million Dollar Round Table Booster Representative for Chicago
  • Member of the Association of Iron & Steel Engineers

 

 "The Paramount Planning Group is a division of AXA Advisors, LLC."

 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania

Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →


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