I am licensed am a Health and Life Insurance Agent in 4 states. That allows me to
sell annuities and universal life policies.
I have always focused on the needs of each client, as such I only focus on term life
policies and limited whole life policies. I don’t believe that life insurance should be
an investment platform.
I do have cohorts in the financial planning and investment community that I can
recommend to you. In the meantime I represent 20 different Life, Whole Life and
Term/Finale need companies that can give you the best options