Our Team

Business Philosophy

My objective is to become a resource for all of our agents and clients in order for them to achieve their financial goals. I believe by providing exceptional personalized service and value this will develop long term agent and client relationships.

Qualifications

Close to 30 years in a leadership role:
- Mass Mutual
- Metlife
- New York Life

Business Philosophy

I specialize in working with the Senior market. I write final expense insurance, all Medicare products, and fixed and indexed annuities. I also write Mortgage and Disability Insurance. I represented the Monumental Life Insurance Company for 8 years, and in 2002, was 21st in our company. I also have been a registered representative several years, and in 2007, would have qualified for MDRT.

Business Philosophy

Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Qualifications

Licensed to sell in MI, CA, FL, NC & GA

Business Philosophy

I was in management and private business for over 30 years before getting licensed in 2013. I specialize in helping seniors protect their retirement as well as guiding them through the Medicare process. As a senior myself, I understand the pressure of this transitional period in our lives and I am always respectful of that. My focus is to always help you make the best- informed decision. I enjoy traveling, bowling, gardening, ball room dancing, and I love spending time with my grand-daughter. I look forward to being of service to you.

Business Philosophy

Helping my clients protect their financial security as they plan for retirement is important to me. I recognize that my clients' needs and priorities change over time, and I am dedicated to being there to serve them with integrity every step of the way. I came to the insurance industry after working with Hospital and Nursing facilities for many years. Saw the effects of unprepared individuals and their families. I've been in insurance since 2015.

Qualifications

Medicare Specialist, Life Insurance Agent, qualified to sell Fixed Annuities, Final Expense, Long Term Care and Disability Insurance.

Business Philosophy

I am dedicated to helping my clientele protect their most valuable asset - their incomes - by minimizing risk through the use of highly-rated life, disability and long-term care insurance, as well as individual Medicare planning. As important as price is, more so is value, and since 1990, I've provided value in expertise and understanding of the needs of each of my clients.

Qualifications

Chartered Life Underwriter (CLU), American College 1996 Life, disability and long-term care insurance specialist Written books on disability and ethics to be used in continuing education courses.