A Summary List of Services

RETIREMENT PLANNING
* IRA's - Traditional & Roth
* 401(k)'s and 401 (k) Rollovers
* Deferred and Immediate Annuities

BENEFIT PLANS
* Disability Income Insurance
* Split Dollar Bonus Plans
* Group Life Insurance, Disability, Medical & Dental

INVESTMENTS
* Mutual Funds accounts
* Variable Annuities


PERSONAL INSURANCE
* Life - Whole Life, Term Life and Universal Life
* Mortgage Protection (through Life insurance and disability income insurance)
* Long Term Care Insurance
* Disability Income Insurance
* Major Medical & Hospitalization
* Medicare Supplement

FAMILY & BUSINESS SERVICES
* Estate Conservation, Charitable Giving Strategies
* College Funding & 529 Plans
* Buy/Sell Agreements funding
* Key Person Insurance

CLIENT EDUCATION SEMINARS on:
* Investments
* Pre/Post Retirement
* Pension Payout Alternatives
* Long Term Care Insurance
* Business Issues, for you, your employees and your Business.

Seminars are for informational purposes only. Neither MetLife nor any of its agents are in the business of giving tax, legal or accounting advice. Attendees should consult their own professional advisors to determine the appropriateness of any course of action

 

Financial Education Seminar Series Being Developed!

Dan and his team are developing a seminar series as per his sales philosophy of educating his clients 95% of the time and writing business for the remainder 5%.

Dan believes that educated prospects and clients make happy clients.

...and happy clients return to ask Dan for more assistance with their financial strategies.

Furthermore, happy clients also introduce Dan to their friends and family so he can assist them in making the best decision for themselves.

So it's WIN-WIN for everyone!

(A detailed seminar schedule will be posted here shortly)

Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency, Inc., 300 Davidson Avenue, Somerset, NJ 08873.