I operate in the family and small business market. l got my insurance and securities licenses in 1993 and 1994 respectively. My goals and objectives for my clients with the support of my company is to provide them with the tools to achieve their financial goals and preserve their assets for their families and businesses. My length of time in the business has given me the experience and knowledge to pay attention to the needs of my clients.
My target market covers a broad range that goes down to four generations. Regarding where l can operate with my licenses, l help my clients in the protection side of my business with personal life insurance, disability insurance, health insurance, long term care and fixed interest programs like annuities. With my securities license l can offer and assist in various investments needs both personal and business, l provide my clients with services like mutual funds, annuity products, 401k, 403b and other programs that are not limited to this list.
With my time in the business l have been able to pay several millions in death claims that have helped survivors of my clients to maintain the lifestyles my clients built and created for continuation. The beneficiaries of my clients have been able to transition without any financial burden or stress, families have been able to stay in homes, kids sent to colleges and businesses were kept in place.
I am involved and participate in social activities in my communities, l do voluntary charitable works. l am a practicing and devoted Christian with great values which has helped me in my business. My hobbies include traveling, actively participating in sports and other activities. I regularly volunteer my services to missions that assist the helpless, like feeding and shelters.
I have always stayed with my core values, Integrity, Honesty and Justice. This has helped me to be grounded in my business.