¡LLAMA AHORA!
787-599-8575

Insurance that
works for you.


As a broker, I assess insurance needs and risk profiles for individuals; while building and maintaining ongoing relationships with clients, including scheduling, attending meetings and understanding the nature of a clients' business & life.

A top priority in my practice is to keep up with changes in the insurance market and in the clients’ industries, foreseeing their insurance needs, advising them on risk management and helping to devise new ways to mitigate these risks.

As a Broker Manager, this is the experience and knowledge that I share within my team. I make every step towards success about building lasting relationships that will benefit our professional goals, and most importantly meeting our customers' expectations while protecting their families, businesses and quality of life.


...

RETIREMENT
STRATEGIES


  • Accumulation vs. Distribution
  • Keogh Plans
  • Deferred Compensation Plans
  • Retiremente Incoma Allocation

...

WEALTH TRANFERS
STRATEGIES

(Plan de Sucesión de Activos)

  • Wills & Truts
    (Orientación de Testamentos y Fideicomisos)
  • Buy and Sell Agreenments
    • Multiple Owners Buy-Sell
    • Family Key Person Buy-Sell

...

FINANCIAL PROTECTION
& RISK MANAGEMENT


  • Disability Income
  • Critical Illnes
  • Long Term Care
  • Life Insurance

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