Our Qualifications

Craig Lansing has been in the insurance and financial services industry since 1988. Mr. Lansing has received the Life Underwriter Training Council Fellow (LUTCF), is a current member of the Florida Association of Insurance Agents (FAIA) and is also a member of the National Association of Insurance and Financial Advisors (NAIFA). He is a Florida native and has resided in Brevard County for over 40 years. Craig is also a Registered Representative of INVEST Financial Corp.

Mr. Lansing's clients include both married and single adults of all ages. However, due to the unique needs that face seniors, he has concentrated on cost-effective solutions to special concerns of those in their retirement years. He specializes in Medicaid Annuities, Equity Index Annuities, Roth IRA's, ILIT's and Estate Planning for Seniors and their heirs. Mr. Lansing is a well-known and respected speaker on a wide range of financial subjects. He also conducts a popular series of financial workshops throughout the year that help people understand the financial management process and make better financial decisions.

Securities, Advisory Services, and certian insurance products are offered through INVEST Financial Corporation (INVEST) member FINRA/SIPC, a registered Broker Dealer and registered Investment Advisor and affiliated insurance agencies. INVEST is not affiliated with Golden Heritage Advisors.

INVEST Financial Corporation’s Privacy Policy Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer (“BD”) or investment adviser (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business and a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions and securities; or (b) rendering personalized investment advice for compensation.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Our Qualifications

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