I am committed to providing individuals, families, and businesses with life insurance and financial requirements that meet your needs, for a complimentary consultation please contact me at firstname.lastname@example.org. please leave me the best time to reach you.
I keep up with current changes in financial trends and outstanding service is my goal. I have true concern for my clients and dedicated to earn your trust as I help you to achieve your goals.
- Individual Life Insurance
- Fixed Immediate & Deferred Annuities*
- Long-Term Care Insurance
- Health Insurance**
- Disability Income Insurance**
PERSONAL PLANNING FOR:
- Life Insurance Needs
- Estate Conservation
- College Funding
- Mortgage Protection
- Charitable Giving
- IRA Funding
BUSINESS PLANNING FOR:
- Buy-Sell Funding
- Deferred Compensation
- Executive Bonus
- Key Person Protection
- Voluntary Payroll Deduction Programs
- Qualified Plan Funding:SEPs,Keoghs,401(k)s, Pensions
* Issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation)
** Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.