Overview

I am looking to expand my business. I specialize in working with people who are near or in their retirement years. I believe in protecting the basic needs of my clients in retirement through guaranteed sources of income. I also believe in protection against perils that can destroy or disrupt a plan. Therefore, I believe in insurance as a method of providing the income and the protection.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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