"I have been in the financial services profession with Great Eastern for over 10 years. This would not have been possible without your subscription to our joint financial planning process! I hope that you would grant me the opportunity to continue planning for you and your family for insurance and investment matters in the years to come :) If there are any ways you feel that I can better value-add to you, do share with me the next time we meet. Also, I have very much appreciated the referrals and personal introductions that you have given me over the years. I look forward to our next meet-up."
Years of Service: 13 years
Gender: Male
Certifications: ChFC®/S
Achievements:
MDRT Qualifier
Life Member (Producer)
Double Qualifier
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