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 my clients in meeting their established goals. My personal goal is to become a lifetime resource for each and every one of my clients.
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
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
- Stocks & Bonds
- Managed Accounts
- Wealth Management Services
PERSONAL
- Over 25 years Retirement Benefits Experience
- 10 years Actuarial Experience
- Resident of Bellmore, NY
- University of Maryland Alumni
- Leaders Conference Qualifier (2010-2019)
- Proficient in Employee Stock Ownership Plans (ESOP)
I am licensed to sell Insurance Products in the following jurisdictions:
New York, New Jersey, Maryland, Washington, DC, North Carolina, Florida, Minnesota, South Carolina and California
I am licensed to sell Securities Products in the following jurisdictions:
New York, Maryland, North Carolina, Florida, Minnesota, South Carolina and California (CA Insurance LIC#4043724)
State of Domicile: NY
CRN202406-240432
* Some health insurance products offered by unaffiliated insurers.