John Stackpole Email & Phone Number

I have over 25 years of business and sales experience and more than 10 years of experience in the Life and Health Insurance business and have always approached working with people in a consultative and informative way throughout my career.I represent more than 25 insurance companies and have extensive knowledge about the products that carriers offer and how they fit in a client’s overall insurance plan. My practice consists of the following three areas.1. Direct/Retail-consulting with my clients and clients who are referred to me for their insurance needs.2. Wholesale - providing access to insurance companies and products so that insurance brokers and advisors can advise their clients.3. Institutional – Primary these relationships are with large financial institutions advising clients who have insurance needs and work with their Wealth Advisor.I have extensive insurance knowledge of Insurance Planning, Business Planning and Estate Planning to minimize taxes for clients to pass more wealth to family or to charity for client who are solely U.S. and for clients who have multiple citizenships. My main concentration is with Life, Disability, Long Term Care and Annuity products.My goal is to find the best solution.Specialties: Impaired Risk, Insurance Planning, Retirement Planning, Tax Planning, Business Planning, Estate Planning, Voluntary and Executive Carve Out MultiLife Long Term Care, Disability Insurance, Buy-Sell & Key Man Insurance, Individual Long Term Care Insurance and Annuities.