Sullivan's Group offers unique financial solutions for common financial problems.
Estate protection offers tax-free and tax-deferred solutions designed to secure your retirement investment, mortgage and income from risky market conditions, tragic events, Cancer, Heart Attack, Stroke, ALS or terminal illness diagnoses that can impact your finances. Our solutions provide access to cash if you are affected by these scenarios. Our Medicare Advantage, Medicare Supplement and Part-D prescription plans are geared for baby boomers turning 65 or older in Monmouth, Ocean, Middlesex and Atlantic Counties. Our e-Learning solutions will deliver technology based programs to educate learners and promote your business. We will convert PowerPoint presentations into engaging storyboards, develop entertaining Whiteboard videos, create WordPress websites and optimize your social media advertising.
Keywords: Estate, 401(K), IRA, Annuities, CD's, Pensions, Small Businesses, Wealth Transfer, Wealth Preservation, Tax-Free Retirement, Medicare Advantage, Medicare Supplemental Plans, Part D prescription plans, UnitedHealthCare, AARP plans, Aetna, Humana, Cancer, Heart Attacks, Strokes, Terminal Illnesses, Baby Boomers, Monmouth County, Ocean County, Middlesex County, Atlantic County, Jersey Shore, New Jersey
Interview Q&A
How long have you been in business?
Since June of 2014
What is your primary product or service?
Indexed Annuity and Estate Protection Specialist. Solutions to protect retirement accounts from market loss and volatility. Living Benefits that prevent financial drain and foreclosure in the event of a catastrophic illness. Complimentary assessments of 401(k)'s, IRA's and Mutual Funds to identify unnecessary fees and why investments were lost.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I entered the insurance industry in 2012 and learned how finances are impacted with death, catastrophic illness and market loss. people are financially impacted by market loss. It's esif they suffer a heart attack, stroke, cancer or terminal illness. My products offer Living Benefits which can be used to protect your mortgage or assets.
How do you differentiate yourself from other businesses in your category and area?
I provide complimentary analysis and education of retirement accounts, investments and 401k's to identify loss of money due to unnecessary fees, market instability and investor apathy. I offer tax-free strategies to protect estates and assets in the event of a catastrophic illnesses. I also provide Medicare Supplement, Part D plans and "authorized to offer" AARP plans. My strategies will protect your mortgage or retirement savings from being drained due to outrageous medical costs.
How many locations do you have and do you have plans to expand?
I have one location, with plans to expand in the future. I can meet you at your business, home or local coffee shop to show you how to protect your estate.
Provide detailed directions to your location
My cell phone and laptop are my office, call 609-218-0340 to schedule an appointment.
What type of payments do you accept?
The insurance carriers accept debit cards, credit cards and checks.
Which areas do you service?
I serve newborns to baby boomers.
Who owns your company or runs daily operations?
I am the owner/operator.
What are your hours of operation?
Open all the time to meet your needs.
What is the best compliment anyone can give you?
A referral where I helped removed a clients financial worries.
What is your favorite quote or Bible verse?
You have to be odd to be number one..