At aMoreSecureFuture........
We are always listening, mindful of the your hopes and dreams. Working with you directly or thru your financial professional, we provide a
holistic approach with the goal of protecting your assets, income and lifestyle through Insurance strategies/Living Benefits as part of the broader solution.
With 25 years combined:
Long Term Care, Short Term Care and Living Benefits
*Designing Long Term Care plans for those who want to protect their assets, income and lifestyles.
*Using an independent suite of top tier carriers fulfilling a variety of underwriting needs and plan options.
*Featuring hybrid asset based plans; Pension protection Act for annuities; short term at home care.
*Special training for specific market solutions - Women, LGBTQ, Seniors/retirement, Young Professionals.
*Financial acumen for navigating sophisticated portfolios.
Past SEC 7/65 and 22 licenses
*as a stock broker
*managed/fee based portfolio
*laddered bond portfolios
*VP Client Services
*Fund of Fund alternative investment;
