National Producer Number: 1806216
Phone Number: 8132973395
As President of Global Wealth Management Group, I empower individuals and families to achieve financial freedom. With a passion for helping others live their best lives, I focus on providing personalized guidance and education to help clients reach their goals. My approach is built on exceptional customer service, active listening, and a deep understanding of each client's unique needs. Key Strengths - Award-winning professional with proven experience in developing long-lasting relationships with small businesses and families - Outstanding presentation skills, both remote and face-to-face - Self-motivated and driven to exceed expectations - Exceptional interpersonal and organizational skills - Bilingual in English and Spanish, allowing me to effectively serve the Hispanic community Unique Expertise - Experience in working with different family ideas, needs, and cultures to help them grow and preserve their wealth. - Proven ability to work with families in preserving their legacy and wealth through life insurance and annuities. Financial Expertise - In The Circle of Life I utilize my financial bucket system and Rule 72 to help clients improve and preserve their financial wealth. Let's Connect I'd love to explore how I can help you achieve your financial goals, and preserve your wealth while leaving a legacy. Visit my website and send me a direct message to learn more about how I can help your family and you with life insurance and annuity questions.
As President of Global Wealth Management Group, I empower individuals and families to achieve financial freedom. With a passion for helping others live their best lives, I focus on providing personalized guidance and education to help clients reach their goals. My approach is built on exceptional customer service, active listening, and a deep understanding of each client's unique needs. Key Strengths - Award-winning professional with proven experience in developing long-lasting relationships with small businesses and families - Outstanding presentation skills, both remote and face-to-face - Self-motivated and driven to exceed expectations - Exceptional interpersonal and organizational skills - Bilingual in English and Spanish, allowing me to effectively serve the Hispanic community Unique Expertise - Experience in working with different family ideas, needs, and cultures to help them grow and preserve their wealth. - Proven ability to work with families in preserving their legacy and wealth through life insurance and annuities. Financial Expertise - In The Circle of Life I utilize my financial bucket system and Rule 72 to help clients improve and preserve their financial wealth. Let's Connect I'd love to explore how I can help you achieve your financial goals, and preserve your wealth while leaving a legacy. Visit my website and send me a direct message to learn more about how I can help your family and you with life insurance and annuity questions.
This is a type of permanent policy that allows the insured to accumulate cash value in addition to their death benefit. It can be setup to help supplement your retirement plan.
This is a safe way to participate in the market's gains while avoiding potential loses and keeping your retirement secure.
Final Expense insurance will cover you for life. Prices are locked and will never increase nor will your policy end. These types of policies are designed to make sure all funeral and other end of life expenses are covered.
Mortgage protection insurance is a way to protect one of your most valuable assets in the event of a death. Most terms are designed to give you a full return of premium if you outlive the policy. In the event of a death, the mortgage will be paid in full, so your family can keep the house.
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