History
I've been in the securities business since1997. I was the head trader for a brokerage firm from 2000 through 2010. After 4 years of hiatus. I can back, but dealing solely with insurance financial services.
Specialties
We are a insurance company that provides a more strategic and stable method of financial services. We believe that retirement plans using certain insurance products serve small business are far more effective than an expressive 401k. We can set up develop succession planning which is crucial for the life and continuation off a small business. We thrive on providing many services to seniors; such as final expense, insurance policy conversion, and annuity strategies.
