Insurance Agent/Broker/Consultant
Policy Review and Consultation.
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Simply call for a free, no obligation consultation. If we click, we can move forward…
Agent/Broker offering*:
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Final Expense Life Insurance,
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Whole & Term Life Insurance,
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Single Premium Whole Life Insurance,
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Annuities,
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Juvenile Term Life Insurance,
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Personal Umbrella Liability Insurance,
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Homeowners and Renters Insurance,
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Small Business Insurance and,
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Surety Bonds.​
Licensed in New York, New Jersey, Pennsylvania, Virginia, North Carolina and Florida.
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Multi-State Approved Continuing Education Instructor.
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*Products are NOT available to consulting clients. Once a consultant relationship is established, no insurance products will be offered.
Fiduciary Responsibility
We have a fiduciary responsability to our clients.
Many people have concerns about who will act on their behalf in handling their fiduciary matters, including “solo agers”, those who live alone with no immediate family in the area. There are also people whose family members don’t feel comfortable helping and, of course, there are solo agers who would prefer that their family members are directly involved.
Working in collaboration with our clients’ attorneys, we will accept power of attorney assignments and professionally handle the responsibilities associated therewith.
Mission Statement: Our goal is to support and promote excellence in daily money management.
Values: Nurture trust, always maintain a superior level of integrity
Code of Ethics: Our goal is to treat every client the same way that we would want our moms treated..
