Your Visionary Life Specialist
I have 20+ years of insurance experience helping clients prepare for the unknown. Ask me about life insurance, education planning, or retirement solutions. I also help companies do the same for their employees. In many cases, we can lower the tax liabilities of the individual or company. Of course, every case is different so having a detailed conversation is of great importance. The things I can do for my clients are amazing and quite frankly not well known. That's why I follow a process that allows me to get to know who you are, what your needs and priorities are and I then offer solutions that take into account as many of those priorities as possible. Plus, I am a broker, which means I have access to 40+ carriers. I have companies that specialize in no exam life insurance, mortgage protection and acceleration programs, 401k rollovers, supplement retirement plans & programs, proprietary annuity programs, employee benefit plans and programs, and many other programs.
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