As a professional life and health insurance agent with over 30 years of experience, my life’s crusade is to help clients address their financial fears and motivate them to plan.Founder and Owner of Insurance Planning ConceptsCandidate and member of the Million Dollar Round Table - 18 consecutive yearsLUTCF - Life Underwriter Training Council FellowshipWhat I do:BUSINESS OWNERS: I protect business assets with business continuation plans, buy-sell agreements and supplemental tax-free retirement plans.I design tax-qualified health and retirement programs that attract and retain quality employees.SELF EMPLOYED: As a Certified Marketplace Representative, I ascertain premium subsidy opportunities and/or work directly with several carriers to find cost effective health insurance solutions.I educate, impart and implement planning strategies for saving money and building wealth with a smarter, more complete alternative to 401K’s and IRA’s?RETIREMENT: Commonly called Baby Boomers, I help clients focus on the financial challenges that affect their retirement lifestyle and their ability to leave a lasting legacy.With 30 years of experience in serving the needs of my clientele, the foundation of my practice is built on the principles of experience, integrity and service.
Listed skills include Small Business, Insurance, Retirement, Finance, and 7 others.