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About DJW Insurance |
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 |
| Years of Experience in Financial Services: |
4
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| Work Experience: |
4 Years in the financial services industry and 15 in management and telecommunications.
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| Number of Years with Current Firm: |
1
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations, Self Employed
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| States Willing to do Business in: |
IL
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Services |
| Investment Types: |
Annuities, Insurance
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| Can meet clients in the following ways: |
Your Office, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified in Long-Term Care (CLTC), MBA, Enrolled Agent (EA)
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| Insurance and Annuity Licenses: |
Long Term Care, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
National Association of Insurance and Financial Advisors (NAIFA)
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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Compensation and Fees |
| Compensation Methods: |
Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$0
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| Fee Structure: |
Commissions Only
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