Independent Insurance & Financial Services Broker
New Life Medical & Financial Services, Inc
Washington D.C. Metro Area
I owned an insurance agency that specialized in group corporate benefits for small to medium sized businesses(1-1000 employees) and individual financial planning. We set-up group cafeteria plans, pre-taxed for qualified benefits and trained HR and benefits coordinators on the products. I also recruited and trained licensed agents to market and sell life, health dental, supplemental, annuity and other insurance based financial products. We were appointed with major and niche market insurance providers to meet the various needs of our clients, to include Allianz, Life Investors, UNUM, AFLAC, Lincoln Heritage, LTC America, Continental, AmeriPlan Dental, F&G Life, CareFirst, Aetna, Kaiser, IMG International Medical and Colorado Bankers Life to name a few. We were licensed in 17 states where we wrote the bulk of our policies. I was also a licensed P/C agent, but referred most of that business out to practicing property and casualty brokers. I started in the insurance industry when I was recruited to A.L. Williams("Buy Term Invest The Difference") to make some extra money while in college. A.L. Williams was later purchased by Primerica.