About Denis

 

 

 

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

 

 

 

PRODUCTS AND SERVICES

  • Retirement Plan Design and Implementation
  • Tax Sheltered Annuities, 403(b) Plans
  • Disability Income Insurance
  • Estate Conservation Strategies*
  • Education Funding Strategies*
  • IRA Consolidation/Rollover
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Pension Payout Alternatives
  • Mutual Funds, stocks and bonds
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

QUALIFICATIONS

  • Registered Representative
  • Investment Advisor Representative
  • Licensed to sell Life & Health Insurance in Illinois
  • Licensed to sell fixed and variable annuities.
  • FINRA Series 63,65 and 7 licenses as well as Illinois Health and life licenses