Cathy Lynn Haldeman
About Cathy Lynn Haldeman
Cathy Lynn Haldeman serves as the Regional Vice President at Primerica, where she has worked since 1999. She specializes in helping clients navigate significant life events through customized financial strategies and has been a Mortgage Loan Originator at Primerica Mortgage, LLC since 2021.
Work at Primerica
Cathy Lynn Haldeman has been employed at Primerica since 1999, serving as Regional Vice President for 25 years. In this role, she has contributed to the company's mission of helping clients achieve financial security. Additionally, she has been involved in Primerica Mortgage, LLC as a Mortgage Loan Originator since 2021, where she assists clients in navigating significant life events through tailored financial strategies.
Mortgage Licensing and Credentials
Cathy holds an Iowa Mortgage Broker License, identified by the number #2020-0175. She is also registered with the Nationwide Mortgage Licensing System (NMLS) under ID 11502. Furthermore, she possesses an Iowa License #43940, which qualifies her to operate as a mortgage professional within the state.
Background
Cathy Lynn Haldeman has built a career in the financial services industry, focusing on mortgage lending and client financial strategies. Her extensive experience spans over two decades, during which she has developed a comprehensive understanding of the financial needs of her clients.
Client Engagement and Financial Strategies
In her current roles, Cathy has been instrumental in helping clients navigate important life events. She employs tailored financial strategies to address the unique needs of each client, ensuring they receive personalized guidance in their financial journeys.