Industry Memberships and Accreditations
Scope of Services
QUICKCLOSE LIFE INSURANCE: I work with SBA lenders & borrowers in assuring a timely process and a concierge level of service when life insurance is appropriate as collateral for a loan – typically within 7 to 10 days, or even as little as 72 hours!! This includes proper collateral assignment docs, and face amounts as high as $10mm. Now you don’t have to leave this up to the borrower and hope it’s done in time! Whether you would like to benefit from another source of revenues or just make sure your borrowers are well taken care of, I would love to talk with you in more detail to see how I may be able to help you close more loans faster.
BUSINESS PLANNING: Succession Planning, Key Employee Retention, Employee Benefits, Employer Sponsored Retirement Plans, Business Overhead Expense Protection, Buy-Sell Strategies, Non-Qualified Executive Fringe Benefits, Executive Bonus, Deferred Compensation, Split Dollar, Pension-Profit Sharing-401k Plans, Payroll Deduction Plans, Simple IRAs. Also Disability & Long Term Care Insurance.
We offer insurance & financial products and services for individuals, businesses, and their employees. My stringent code of ethics places the client need about all others and demands uncompromising integrity in every aspect of my business conduct.