"Quote: Security is not just the presence of growth, but the absents of Risk" ... Winning is adding dynamic growth and eliminating risk altogether. FM
His moto being, that "An educated investor, is more apt to make more intelligent and safe decisions, than one being sold, solely based, on a sales perspective only, from an Agent working with one company, with one set of products. While others are selling risk, we are securing safety. Generally, people make sure they get a warrantee with other products they buy, why not get one for your retirement? And, to make sure of this I always will meet with a client first to determine if their concerns are safe and secure for their hard-earned money, after all it is difficult to get and too easy to lose. So, a brief analysis (A Best Interest questionnaire) is done to make sure that your decision is safe and proper for you. That is why I shop dozens of companies to find the right products and then you can decide based on these findings. I know the who's who of companies and the safest and highest payouts you can get." His achievements in prior endeavors brought him to the top of the country's talent in Insurance. Not a single client, in the decades of his consulting, has ever lost a dollar, with his suggestions, advice, and choices, for their wellbeing. That's quite a statement and legacy.
We know you will enjoy his sense of humor, his tongue in cheek dialogue, his directness, and his lifetime of education, that allows him to be firm, and honest, for your edification, and education. Please enjoy the following overview book, yes, it is just an educational overview, not a manual. He will talk as though you were sitting right in front of him in a cozy seminar.
Sit back relax and Learn...FM
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