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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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