We give you world of solutions!

 

 

 

 

 

 

 

 

 

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 and Variable Annuities

§         Charitable Giving Strategies

§         Disability Income Insurance

§         Estate Conservation Strategies

§         Education Funding Strategies

§         Health Insurance

§         IRA Consolidation/Rollovers

§         Long-Term Care Insurance

§         Mortgage Protection (through life insurance and disability income insurance)

§         Lump Sum Pension Distribution

§         Medicare Supplement Coverage

§         Pension Payout Alternatives

§         Pension Transfer/Rollovers

§         Tax Sheltered Annuities, 403(b) Plans

§         Term Insurance

§         Universal Life Insurance

§         Variable Universal Life Insurance

§         Whole Life Insurance

§         Business Succession Strategies

§         Generational Planning, Elder Planning

§         Estate Planning Strategies

§         Tax Saving Strategies

 

 

 

 
 

Metropolitan Life Insurance Company (MLIC), New York, NY 10036.  Securities products and investment advisory services offered through MetLife Securities Inc. (MSI)(member FINRA/SIPC) and a registered investment advisor.  Some health insurance products offered by unaffiliated insurers through Enterprise General Agency (EGA) Somerset, NJ 08873.  MLIC, MSI, and the EGA are MetLife companies

 
 

 

 

 

 

 

 

 

 

 

 




 

 

 

 

QUALIFICATIONS

 

·         FINRA, Series 6 and Series 63

·         Licensed to sell Life and Health Insurance

In MA and PA.

§         MBA / Finance   

§         B.Com. - Accounting  

§         Senior Real Estate Specialist 2008

 

 

       

PERSONAL

 

§         Yoga, Yoga Instructions

§         Reading, Walking

§         Entrepreneur for 30 years

§         Real Estate Advisor

§         Mortgage Advisor

 

 

 

     ORGANIZATIONS

 

§         Rotary Leadership Institute

Rotary Group Study Exchange Program 

§         Chair International Sanitations Projects

§         Social Enterprises