Business Philosophy- I take the time to familiarize myself with the clients objectives and understand their true needs. I do a comprehensive interview in order to recommend only appropriate strategies to pursue their goals
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
- Lump Sum Pension Distribution
- Medicare Supplement Coverage
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Term Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
Qualifications
- Adelphi University Graduate
- Licensed Notary Public
- 30+ years management experience
- Registered to offer Securities products in New York/New Jersey
- Licensed to sell Life & Health Insurance in New York/New Jersey
Organizations/Community
- Big Brothers Big Sisters of Long Island
- Habitat for Humanity
- March of Dimes