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 & 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
• Registered to offer securities products
• 11 Time Leaders Conference Qualifier
• 3 Time President Conference Qualifier
• Member of Million Dollar Round Table

PERSONAL

• Twelve year resident of West Hempstead
• Family: Married with Child
• Hobbies: Golfing, Fishing and Boating

ORGANIZATIONS

• Member of Needlers Foundation
• Member of Coolies Anemia Foundation
• Member of National Downs Syndrome Society
• President of BNI

 * I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances.  Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency (EGA), Inc., 300 Davidson Avenue, Somerset, NJ  08873. Metropolitan Life Insurance Company (MLIC), New York, NY 10166.  Securities offered by MetLife Securities, Inc. (MSI) a broker/dealer (member FINRA and SIPC).
EGA, MLIC and MSI are affiliates.

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