Company description
After 34 years as a licensed insurance agent, I have had a rather wide scope of experience with mostly helping people grow their retirement dollars in safe places, pass money to heirs at death with efficiency and the least possible tax consequences and to show people during retirement years how to turn on income streams which they cannot outlive and which will go to heirs should they pass at an earlier rather than later time after retiring. Medicare issues come up, long term care issues are involved with this type of planning and problem solving is where I thrive. I love helping people solve problems relating to these issues. Life insurance for family, estate, safety and retirement planning is also a "product" which is something people want and need guidance with in order to accomplish their personal objectives in planning. My work is fun because it involves relating with special human beings who all have a different need. I represent many large and highly rated insurance companies, because one company does not fit all needs. Life insurance companies also have their area of specialty and some have been doing it longer than others. My work is very personal and also very private. Some of my older clients have been with me for 25 years. I have appreciated their business and also their loyalty for those years. Some of them have adult children who are also my clients. We all serve at some level. I enjoy the people and having the choices of products and insurance companies to help others keep their money safe and available to them when they most need it.
More details
- DISTANCE BUSINESS COVERS:
- 40 miles
