| Advisor Profile |
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Business Description |
I am a experienced financial professional. My number one priority is client satisfaction and my goal is to gain and maintain lifetime relationships with my clients. I Specialize in the following Products and Services to individuals, businesses and the self employed:
Annuities (FIXED)
Cash Value Whole Life Policies
Life Insurance
Long-Term Care
Disability
Healthcare Policies
Retirement Planning |
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General Information |
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| States Willing to do Business in: |
IL
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| Years of Experience in Financial Services: |
4
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| Number of Years with Current Firm: |
1
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| Work Experience: |
4 Years in the financial services industry and 15 in management and telecommunications.
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| I work with the following types of clients: |
Businesses, Individual Investors, Self Employed, Non-Profit Organizations
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Services |
| Investment Types: |
Insurance, Annuities
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
MBA, Certified in Long-Term Care (CLTC), Enrolled Agent (EA)
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| Insurance and Annuity Licenses: |
Long Term Care, Disability, Annuity, Health, Life
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| Financial Organization Memberships: |
National Association of Insurance and Financial Advisors (NAIFA)
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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Compliance |
| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$0
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| Compensation Methods: |
Commissions
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| Prepared By: |
Doris White |
Frequently Asked Questions |
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