Industry: Financial Services

Additional Information

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

QUALIFICATIONS

 Licensed to sell Life & Health Insurance in Florida  Registered to offer securities products in Florida