Professional Certification:
LUTC, Series 66, 31 and 7
Professional Resume:
BUSINESS PHILOSOPHY
My goal is to provide families and business owners
with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
PRODUCTS AND SERVICES
§ Fixed Annuities - Variable Annuities
§ Charitable Giving Strategies*
§ Disability Income Insurance
§ Estate Conservation Strategies*
§ Education Funding Strategies*
§ IRA Consolidation/Rollovers
§ Long-Term Care Insurance
§ Mortgage Protection (through life insurance and disability income insurance)
§ Medicare Supplement Coverage
§ Pension Payout Alternatives
§ Pension Transfer/Rollovers
§ Mutual Funds
§ Tax Sheltered Annuities, 403(b) Plans
§ Term Insurance
§ Universal Life Insurance
§ Variable Universal Life Insurance
§ Whole Life Insurance
§ Investment Advise
N\A
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