Team Members Earn RFC     

Seventeen Postema team members recently earned the prestigious Registered Financial Consultant (RFC) designation. This designation is accredited by the International Association of Registered Financial Consultants (IARFC). They completed an intense series of courses covering topics such as: Financial Planning, Insurance Planning, Retirement Planning, Investment Planning, Income Tax Planning, and Estate Planning. Renowned expert Lew Nason of the Insurance Pro Shop led these courses. Postema Insurance & Investments, LLC is dedicated to providing the best-informed and up-to-date assistance for all of your needs.

The requirements for earning this designation are quite rigorous.
1. Experience – Applicant must have a minimum of three years of experience as a full-time practitioner in the field of financial planning or financial services.
2. Education – Applicant must have earned a baccalaureate or graduate degree in financial planning, or complete the curriculum approved by the IARFC.
3. Examination – There is a comprehensive exam included in the curriculum.
4. Continuing Education – All members must agree to devote a minimum of 40 hours per year of Professional Continuing Education in the field of personal finance and professional practice management.

The RFC designation must be renewed annually and all continuing education requirements must be met. So, you can be sure that with Postema Insurance & Investments, LLC you will be receiving the best-informed and up-to-date information.

The team members earning the designation were: Dennis M. Postema, Eric J. Westhoven, Krista K. Postema-Burroughs, Thomas E. Postema, Michael P. Sebring, Brent E. Sines, John E. Postema, Dwight J. Lockie, Giles K. Gibson, Tim S. Bidlack, Kathy M. Eutsler, Bruce R. Gamiere, Jennifer E. Postema, Jessica M. Brinkman, Katharine A. Cooper, Paul M. Mallett, and Karen K. McVay.

Postema Insurance & Investments, LLC is dedicated to constantly improving in order to better serve you. If you have any questions or want to discuss how we can help protect everything you’ve worked