Karl (Chris) Schacht
About Karl (Chris) Schacht
Karl (Chris) Schacht is a Sales Representative at Primerica, specializing in financial solutions for individuals and small businesses. He provides services such as budgeting assistance, financial needs analysis, and conducts workshops on financial literacy.
Work at Primerica
Karl (Chris) Schacht has been employed at Primerica as a Sales Representative since 2014. He operates in Phoenix, Arizona, where he provides financial services aimed at helping clients achieve financial independence. His role includes offering solutions for debt elimination and financial planning, utilizing tools such as SBA loan collateral assignment life insurance. Schacht's work emphasizes a client-centered approach, focusing on understanding individual financial situations and goals.
Education and Expertise
Schacht completed his high school education at Alhambra High School from 1974 to 1977. He furthered his studies at San Diego Miramar College from 1980 to 1982, where he specialized in Air Frame & Powerplant and obtained an Aircraft Maintenance license. This educational background supports his expertise in financial planning, particularly in business succession planning and exit strategies for small businesses.
Financial Services Offered
Schacht provides a range of financial services designed to assist clients in managing their finances. He offers a free budgeting process to help clients effectively organize their financial resources. Additionally, he conducts a free financial needs analysis, which helps clients gain insight into their financial situations and set achievable goals. His services also include workshops titled 'How Money Works,' which focus on enhancing financial literacy among families and small businesses.
Community Engagement and Support Programs
In addition to his financial services, Schacht engages in a senior healthcare referral program, aimed at assisting clients with their healthcare needs. This initiative reflects his commitment to providing comprehensive support to clients beyond financial planning. His workshops and community involvement contribute to a broader understanding of financial literacy and health management.