Valkyrie Lang,  RICP©, CLTC©

Valkyrie Lang, RICP©, CLTC©

Financial Professional

BUSINESS PHILOSOPHY

My mission is to support entrepreneurs, especially women, in creating financial independence.  I am a passionate advocate for assisting and educating my clients and their families through the unique transitions they can face throughout their lives. I believe our finances and investments should reflect our values. I am committed to serving my clients and their families with respect, non-judgement and excellence.

 

PRODUCTS AND SERVICES

•  Long-Term Care Planning and Insurance

•  IRA Consolidation/Rollovers

•  SEP IRA/ ROTH IRA/ Traditional IRA’s

•  Mutual funds, including Socially Responsible Funds

•  Risk assessment and protection

•  Education Strategies

•  Estate Conservation Strategies

•  Wealth Management Strategies   

•  Fixed and Variable Annuities

•  Disability Income Insurance

•  Lump Sum Pension Distribution

•  Pension Payout Alternatives

•  Tax advantaged Annuities

•  Term Insurance

•  Universal Life

•  Variable Universal Life Insurance

•  Whole Life Insurance

 

QUALIFICATIONS

•  New York Life “Executive Council” Qualifier (2016, 2017, 2018)1

•  New York Life LTC “Diamond Elite” Producer (2018)2

•  RICP (Retirement Income Certified Professional) 2019

•  CLTC (Certified in Long Term Care Planning) 2019

•  Series 6, 63

•  National Public Speaker

•  Quoted in national publications about LTC planning

•  Licensed to sell Life & Long-Term Care Insurance in TX and North Carolina

•  Registered Representative of Lincoln Financial Securities

 

PERSONAL

•  U.T. at Austin graduate (B.A.)

•  Proud mother of a high schooler and 2 cats

•  Hobbies: aromatherapy, herbalism and yoga

 

ORGANIZATIONS

•  Sponsor, 4Word Women

•  Sponsor, Austin Herb Society

•  Leadership Team, Women, Wealth and Wellness

•  Organizing Committee for ILTCI 2020

•  Member, NAIFA (National Association of Insurance
   and Financial Professionals)

•  Member, Society of Women Entrepreneurs

 

 

1Awarded by New York Life Insurance Company for outstanding sales achievements
2Awarded by New York Life Insurance Company for the Top 25 LTC Producers

Investments offerred through representatives of Lincoln Financial Securities Corporation, Member SIPC. Chsiholm Trail Financial Group is not an affiliate of Lincoln Financial Securities. 
 

Phone (512) 671-7526 ext.106
Fax (512) 671-7527