My Services & Qualifications
I started my financial services career over 30 years ago. Through this time I have had the opportunity to qualify for some industry related awards.
- Lifetime Member of the Million Dollar Round Table (MDRT)
- Obtained Life Underwriting Training Council Fellow designation (LUTCF)
I am a tremendous advocate for the financial services industry and I am dedicated to giving back to my local community. I have very proudly served on many boards of local organizations throught out my years. Some of which include:
- Member of National Association of Insurance and Financial Advisors
- Past President of Scranton Association of Life Underwriters
- 2 Time Previous President of Lions Club and have continued membership for the past 26 years
Just as I am commited to the growth and well being of my community, I am also commited to the strengthening of each and every relationship with my clients!
I offer a large variety of products and services to help each and every client meet the financial goals. Some of the products and services that I offer are the following:
- Fixed Annuities
- Variable Annuities
- Charitable Giving Strategies
- Disabilty Icome Insurance
- Estate Conservation Strategies
- Education Funding Strategies
- IRA Consolidation/Rollovers
- Long-Term Care Insurace
- Mortgage Protection (though life insurance and disability income insurance)
- Medicare Supplement Coverage
- Pension Payout Alternative
- Pension Transfer/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403 (b) Plans
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
- Stocks & Bonds
If you have any questions regarding the products and services above please don't hesitate to contact me at (570) 963-2219.