Licensed (Life, Annuities & Health) insurance professionals (NJ, PA, Montana) specializing in Retirement Income Planning, IRA Rollovers, and Life Insurance. Appointed with a dozen companies. Create your own ''Personal Pension” using Fixed and Index Annuities with Guaranteed Income you cannot lose or outlive, with access to your money. Life Insurance: Term (10,20,30 yr) and “cash value - Index Universal Life”. Not FDIC insured. Does not provide tax advice.
LegalShield/IDShield, Senior Director Associate, (Employee Benefits, Small Business, CDLP). Identity Theft Protection.
Robert prefers ''in-home'' appointments because it is more efficient for families to coordinate their busy schedules. Documents and policies may be needed for review are accesible at the interview.