Diane Maroukian has earned The Retirement Income Certified Professional (RICP) Designation from The American College of Financial Services, King of Prussia, PA.
Candidates for the RICP designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They must also have three years of experience, meet stringent ethics requirements, and participate in The College's continuing education program.
The RICP educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three-course credential helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determine the best Social Security claiming age, the RICP provides a wealth of practical information for advisors.
Using the most current techniques, RICP's identify retirement income needs and objectives and evaluate a client's current situation relative to those goals. Individuals who earn a RICP can provide expert advice on a broad range of retirement topics including income needs and objectives, estate issues and other risks to the retirement income planning, Social Security, health insurance and housing decisions, and income taxation.
Diane Maroukian has been a financial professional since 1984. Diane received the NJ State Scholarship and Cranford Women's College Club Scholarship to attend Rutgers University where she received a BA degree. Diane also attended the Institute of Finance in the Wall Street District where she completed a course in Accounting.
Diane has qualified for The Million Dollar Round Table Award* numerous times and is a member of the National Association of Insurance and Financial Advisors aka NAIFA since 1987. Diane achieved the prestigious Guardian Centurion Award in 1987 and 1988 for writing 100 lives each year.
In 2021, Diane completed continuing education courses in Estate Planning Techniques for Small Business Owners, Principles of Wealth Management, Annuities & Suitability Explained and Developing a Client-Centered Code of Ethics.
As a financial representative, Diane is qualified to sell health insurance, life insurance, disability income insurance, long term care insurance, equities, mutual funds, annuities, and retirement plans.
Diane is dedicated to developing lasting relationships with all of her clients. She believes in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with Diane is her ability to provide clear, easily understood explanations of financial products and services. The personalized program that she can provide is a roadmap to working toward a more secure financial future.
Diane is looking forward to using her expertise to help you pursue your financial goals.
Million Dollar Round Table: Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: In existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results, Investors should conduct their own evaluation.