1) The following describes the type of products and
services I offer:
· Fee Based Planning - Life Insurance - Group Health
Insurance - Personal and Group Disability Insurance –Mutual
Funds – Stocks – Bonds – Fixed, Variable and Equity Indexed
Annuities –Separate Accounts – REITS – IRA’s – Long Term Care
Insurance, Wrap Fee Programs and more…
2) Examples of Qualifies Referrals for me would be :
· Business Owners that have been in business for 3 years or
more
· Women Business Owners
· Married Couples with Children
· Individuals who will need to care for the parents
3) Examples of Referrals that are NOT what I need are:
· People with large amounts of debt
· Clients that cannot see me during normal business hours
4) The Perfect Referral for me is:
· Someone who has recently moved
· Lost their job
· Married with Children
· Business owner with 5 or more employees
· An open minded individual
5) Notable Mention
· We have been in the investment business since 1986.
· Television appearances, radio appearances and published
Nationally
· Lifetime Member Million Dollar Round Table – Court of The
Table
Registered
Representative and Financial Advisor of Park Avenue Securities LLC
(PAS), 2 South Biscayne Blvd, Suite 1740 Miami, FL 33131. (305) 371-6333.
Financial Representative, The Guardian Life Insurance Company of
America (Guardian), New York, NY. Securities products/services and
advisory services offered through Park Avenue Securities, a registered broker/dealer
and investment advisor. The Saffer Financial Group is not an
affiliate or subsidiary of Park Avenue Securities.
Park Avenue Securities is a member of FINRA, SIPC.
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