15 Second Pitch I help individuals protect their families, save for retirement, save for college and education, as well as make themselves whole through the use of insurance and other financial products. My typical client is between 50 and 70 years old and has a need to save for retirement as to protect their family. My clients are typically interested in investing in the financial markets, but also wish to protect their investment.
Who would I like to meet? I am interested in meeting with 50 to 70 year-old individuals that are interested in reviewing their life insurance and/or reviewing their retirement assets. Ideally, I am looking for middle income families that are just starting to seriously plan for retirement.