Heath Beam

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Professional

Through personal commitment, professional associations, accreditations and continuing education, Heath Beam has worked hard to establish a reputation as a respected professional and to make a significant difference in the lives of his clients.  For more than a decade people have been able to rely on his guidance and expertise in their pursuit of financial security.  As a speaker and coach to other network advisors, Heath takes pride in knowing that he’s not only helped other financial representatives with their careers but has provided a sound foundation to help their clients attain secure financial futures. 

Heath is a member of the elite Northwestern Mutual Forum, the Million Dollar Round Table,(Qualifying Member 2004,2006,2008-2011)  the Council of Accredited Estate Planners and the Estate Planning Council of Charleston.  He is also a member of the National Association of Insurance and Financial Advisors and holds the following advanced industry designations:

Certified Financial Planner (CFP)

Chartered Financial Consultant (ChFC)

Accredited Estate Planner (AEP)

Chartered Life Underwriter (CLU)