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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
ORGANIZATIONS
BNI
Good Government Club
NAIFA
Amherst North Rotary Club
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QUALIFICATIONS
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Licensed to sell Life & Health
Insurance in NY, AZ, CO, FL, KS, MA, NM, OH, PA and SC
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Registered to offer securities products
in NY, DC, FL, KS, MA, MD, NC, NM, OH, PA, SC
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Licensed to sell Property &
Casualty Insurance in NY
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Million Dollar Round Table Member
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Golden Circle Qualifier
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3 Time MetLife Leaders Conference
Qualifier
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2 Time MetLife Presidents Conference
Qualifier
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3 Time Managers Conference Qualifier
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MetLife Outstanding Achievement In
Sales & Service Award
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5 Time GAMA Management Award Recipient
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2 Time Centurion Award Recipient
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2 Time National Quality
Award Recipient from Life Insurance Marketing & Research Assoc.
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