Paula Duncan
Sr VP at Smartmoneynow | Valrico, Florida, United States
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Paula Duncan, as the Senior Vice President at Smartmoneynow, is at the forefront of transforming financial futures through innovative strategies grounded in SAFE money concepts. With a commitment to empowering clients, Paula crafts comprehensive financial plans that not only aim to achieve immediate goals but also ensure long-term wealth preservation and growth. Her expertise lies in navigating the complexities of life insurance, retirement planning, and tax efficiency, enabling clients to minimize their tax liabilities while maximizing their investment potential.
Currently, Paula is spearheading several key projects that focus on educating both clients and financial professionals. As a Kai-Zen Specialist, she is dedicated to continuous improvement and innovation in financial education, effectively "teaching the teachers" to foster a culture of knowledge-sharing within the industry. This initiative not only enhances the skill sets of financial advisors but also equips them to better serve their clients, ultimately leading to more informed financial decisions.
Paula’s strategic approach emphasizes the importance of compounding wealth without interruption, advocating for smart investment choices that align with clients' unique financial situations. Her skills in marketing strategy, team building, and social media engagement further amplify her impact, allowing her to reach a broader audience and facilitate meaningful conversations about financial literacy. In a rapidly evolving financial landscape, Paula Duncan is not just a leader; she is a catalyst for the 21st-century financial revolution, dedicated to changing lives and securing financial legacies for generations to come.
National Marketing Director at Smart Money Now in May 2007 to Present
Sr VP at Smartmoneynow in January 2004 to Present
Independent Owner at Smartmoneynow in May 2010 to Present
Sr Vice President at Smart Money Now! in September 2017 to December 2016
member at Free Networking International in December 2009 to December 2009
Member at Baylife Church in December 2005 to December 2009
Finance at Ferman Automotive in December 2005 to December 2007
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Life Insurance
Social Networking
Long-term Care
Retirement Planning
Coaching
Marketing Strategy
Public Speaking
Health Insurance
Term Life Insurance
Fixed Annuities
Sales Management
Insurance
Customer Service
Universal Life
Retirement
Budgets
Team Building
Real Estate
Social Media
Team Leadership
Disability Insurance
Leadership Development
Marketing
Negotiation
Social Media Marketing
Strategic Financial Planning
Investments
Strategic Planning
First Time Home Buyers
IRAs
Small Business
Finance
Entrepreneurship
Long Term Care Insurance
Employee Benefits
Financial Planning
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What is Paula Duncan email address?
Email Paula Duncan at [email protected]. This email is the most updated Paula Duncan email found in 2026.
What is Paula Duncan phone number?
Paula Duncan phone number is +18135459950 and +18136534441.
How to contact Paula Duncan?
To contact Paula Duncan send an email to [email protected]. If you want to call Paula Duncan try calling on +18135459950 and +18136534441. (updated on November 05, 2024)
What is Paula Duncan net worth?
Paula Duncan has an estimated net worth of $2,500 to $24,999
What company does Paula Duncan work for?
Paula Duncan works for Smartmoneynow
What is Paula Duncan's role at Smartmoneynow?
Paula Duncan is Sr VP
What industry does Paula Duncan work in?
Paula Duncan works in the Financial Services industry.
Paula Duncan Email Addresses
Paula Duncan Phone Numbers
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