- Financial Planning
- Long Term Care
Cherry Hill, NJ
Bachelor Degree in Finance
Seton Hall University
South Orange NJ
With over 20 years experience in the Insurance Brokerage industry, with a focus on Annuity, Life insurance, LTC and Medicare distribution . My clients are financial advisors, CPA’s, and estate attorneys. State Insurances licenses for health, life, LTC producer in NJ, NY, and PA NEO Ethics member
Areas of specialty within the Medicare insurance area:
For both new to Medicare and the existing Medicare clients, I do the following:
Through a series of questions: Through a series of questions….
1. Asses the current health and financial condition 2. Discuss and educate the clients on the options that are available to them with the pro’s and con’s of both 3. Allow the client to make the decision that is best tailored to them.
Bridlewood has an excellent reputation in the industry, I made the switch to them about 5 months ago and I haven’t looked back!
I love when I talk with my clients and I put their mind at ease! Medicare planning is stressful along with other life changing events, I do everything I can for my clients to say “Mike has it covered, one less worry.”
I’m from New Jersey and currently reside here, although, I lived between NYC and Tampa, FL for the past 15 years.
My beautiful wife of 13 years, Sherri has blessed me with three angels! My oldest is Gia(10 years old), Adriana (8), and Michael(6). They do keep me on my toes and my house is a nut house, but I wouldn’t want it any other way.
With three active kids, I’m either an assistant coach or head coach for soccer, baseball, basketball and now hockey! lol. I’m a member of Tavistock Country Club and I hope one day to find the time to improve my golf game. My wife and I love to travel and have some great trips planned, but family time is sacred to us.