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Rocco A. Capobianco
Senior Financial Planner
Financial Services Representative
MetLife Resources
6265 Sheridan Drive, Suite 200
Williamsville, NY 14221
716-634-2117
716-630-5970
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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.
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QUALIFICATIONS
-Licensed to sell Life & Health Insurance in NY, AZ, CO, FL, KS, NM, OH, PA and SC
-Registered to offer securities products in NY, AZ, DC, FL, KS, MA, MD, ME, NC, NM, OH, PA, SC
-Licensed to sell Property & Casualty Insurance in NY
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PRODUCTS AND SERVICES
-Charitable Giving Strategies
-Disability Income Insurance
-Education Funding Strategies
-Estate Conservation Strategies
-Fixed Annuities Variable Annuities
-IRA Consolidation/Rollovers
-Long-Term Care Insurance
-Medicare Supplement Coverage
-Mortgage Protection (through life insurance and disability income insurance)
-Mutual Funds
-Pension Payout Alternatives
-Pension Transfer/Rollovers
-Tax Sheltered Annuities, 403(b) Plans
-Term Insurance
-Universal Life Insurance
-Variable Universal Life Insurance
-Whole Life Insurance
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AWARDS & RECOGNITIONS
-Million Dollar Round Table Member
Golden Circle Qualifier
-4 Time MetLife Leaders Conference Qualifier
-2 Time MetLife Presidents Conference Qualifier
-3 Time Managers Conference Qualifier MetLife Outstanding Achievement In Sales & Service Award
-5 Time GAMA Management Award Recipient
-2 Time Centurion Award Recipient
-2 Time National Quality Award Recipient from Life Insurance Marketing & Research Assoc.
PERSONAL
-13 Year Resident of East Aurora, NY
-Wife: Denise
-Children: Danelle and Marcus
ORGANIZATIONS
-BNI
-Good Government Club
-NAIFA
-Employee Relations Association
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BNI EMT
Join us as a visitor:
Weekly Tuesday meetings
7:00am-8:30am
Millenium Hotel
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