David Shepard Email & Phone Number

Served the financial needs of clients by interviewing them and gathering pertinent information to determine their potential need for: Life Insurance, Long Term Care Ins., Disability Ins, & Annuities, plus provide a wide range of talored financial advice for to meet their goals for a) debt retiring b) college savings b) income replacement c) wealth creation d) tax avoidance e) retirement planning needs f) estate planning & creation g) service work on changing beneficiaries & processing loan requests etcs. h) processing prompt death claims

Researchthe many sources of funders after a complete and thorough study of the client's business and mission statement. I have always had a strategy of developing careful relationships with the prime individuals who are key to making the final decisions for each specific funder. I have a 80-90% success rate of winning proposals over a 25 year time-span marketing everything from airplane parts to educational services. I do not waste my time or my client's time with the "shot-gun approach" of mass mailing form letters, which just don't work.

Master'S Degree, Business Administration And Management, General

Mechanical Engineering & Management