National Pension Associates

Stephen P. Toth, CLU, ChFC, Owner

Steve has spent over 40 years in the financial services industry. As President of National Pension Associates, he supports the marketing activities of independent financial professionals located throughout the United States. Additionally, the firm also specializes in assisting clients in individual retirement planning and other professionals in establishing Captive Insurance Companies.

He is an Emeritus member of Professional Achievement in Continuing Education sponsored by the Society of Financial Service Professionals. Other organizational involvement includes the Central Florida Association of Financial Service Professionals, Florida Association of Insurance and Financial Advisors, Life and Qualifying Quarter Century Member of the Million Dollar Round Table, including multiple Top of the Table and Court of the Table achievements

Previously, Steve has served as an adjunct faculty member for The American College and the University of Central Florida and taught the courses: "Introduction to Financial Planning" for the College of Financial Planning designation, CFP, and Wealth Accumulation Planning for The American College's CLU and ChFC designations.

Danielle Toth, Pension Design Specialist

Danielle has been with National Pension Associates since she graduated with honors from the University of Florida in May of 2002. Danielle is a die-hard Orlando City Soccer and Gator fan.

Plan Administrators:

Bates and Company, Inc.

1201 S. Orlando Ave, Suite 202, Winter Park, FL 32789

407.645.4015 | www.batesco.com