At the World Financial Group, financial strategies are developed for middle income individuals and families that includes, eliminating debt, manage expenses, and collapse time-tables for retirement. We sit down with businesses as well and determine their gaps on what it would take to improve their profitability. In addition to improving that margin of profit, I also provide group health insurance by offering an innovative way to enhance the plan that will improve the benefit, and in most cases, reduce the cost.
Been married to my beautiful bride of over 24 years and have 2 great kids. My wife Michelle also works with me on the financial services business as well. ...and we STILL are married to each other :)
On a personal achievement level, I am an experienced triathlete and long-distance runner and have won various place awards in triathlon, running and aquathlon events, as well as completed two Ironman distance triathlons. I am a Team USA member and competed in two consecutive Aquathlon World Championships in 2007 and 2008.
Have Attended Live InHouston Netweaving Events (ever):
would like to
Individuals and families wanting to eliminate debt, save on taxes, and put themselves on track for retirement. In addition, small- to mid-sized businesses that are tired of being burdened with escalating health insurance premiums and dwindling medical benefits as well as companies looking to maintain their staff by improving on other benefit plans.
We provide financial services for individuals and families, that includes a FREE financial assessment where many firms would actually charge people. Businesses with as little as 2 employees can benefit from a unique health insurance plan that can eliminate or dramatically reduce the out-of-pocket expenses often found in traditional health plans. Both the employee and employer will see a marked improvement over this plan design.
Urgent Needs and Compelling Desires of Target Market(s)
See the "Target Markets" and "Perfect Client" sections as they describe the needs and desires critical in today's economy.
Opportunities said Target Market(s) would love to invest in
I'm looking for the right people interested in an entrepreneurial environment willing to make changes (and they don't have to be substantial) in their lifestyle at the financial level. I am also looking for people to help me expand the Houston market.
You are a licensed agent and there is information that every licensed agent should know about because during 2013 everyone will be preparing for the changes that Obamacare will have on everyone in 2014.
At our meeting last night Willie Martinez, the executive director of marketing made a statement that I thought was pretty powerful; especially for people like you who are already in the industry. He said that there will never be a year before major changes are about to take place. That's what 2013 is because in January 2014, things are going to change. It is this year that employers and employees are going to be looking for answers.
We have some new information from the government that's been released relating to health care. This is just like it was when the government made it mandatory for people to have car insurance. Who benefitted the most? The insurance companies who made it available.
We now have some plans to supplement what the Federal Govt. is going to institute that are going to be great because they will be affordable when companies are forced to get healthcare for their employees or be penalized. EVERYBODY IS GOING TO HAVE TO HAVE SOMETHING.
Send me your email address so I can send you more information that could increase your portfolio and help your current clients.
There are people who are still not going to be able to afford what the government proposes but there are some other alternatives that very few people are aware of.
Healthcare in our country is a multi-trillion-dollar industry, yet over 50 million Americans lack coverage of some kind.
We have a number of licensed agents that are benefiting from adding this to their portfolio.
Again email me for more information.
Also, let me reserve you a seat, Tuesdays at 7 pm at the American Workers Insurance Service Corporate Office at 11111 Richmond Ave. @ Wilcrest, Suite 200
I also invite you to a conference call where I explain what we have our hands on:
Hi Chris, I have extensive experience in Customer Service. Thank you for being willing to help, and for connecting with me. Hope to make contact in person soon. I'll be at the Tailgater's Meeting tonight. Have a great week!
Thanks for forwarding the Get Together Northwest meeting information to your wife. Please have her call me if she has any questions. I hope to meet her at the meeting and hopefully have the opportunity to meet you in the near future.