At Fidelity Insurance Group, we remain committed to delivering the best service for your insurance needs! Today, I would like to introduce to you Fidelity Insurance Group’s Personal Asset Protection Division. This new division will specialize in providing the following products and services to individuals and small businesses:
? A full suite of Life Insurance Products( Term-Life, Universal, and Whole Life)
? Customized Financial Planning
? Long Term Care Insurance and Long Term Care Fixed Annuities
? Fixed Annuities and Fixed Indexed Annuities
? Wealth Transfer Strategies to achieve optimal results for Estate Planning
? Funding of Buy Sell Agreements with Life Insurance for Business Owners
? Disability Income Insurance
? Health Insurance both Individual and Group
? Medigap Plans and Medicare Advantage Plans
? Group Benefits for small businesses
In this division, we have brought on board 2 highly skilled Asset Protection Consultants with over 20 years of combined experience to provide the detail attention to the important services above for your benefit:
Ms. Tulie Martinez, a widely recognized retiree advocate with a passion for helping clients protect their savings from rising health care cost and taxation in a low interest rate environment. She provides assistance in generation wealth transfer options and end of life planning utilizing options with Medicare health plans, Long Term Care programs, Annuities and Life Insurance. Tulie began her insurance career in 2004 and is a licensed insurance professional in the states of Florida and Georgia.
Mr. Faron L. Gallon, ChFC, CRPC, who brings over 14 years of diversified experience in the financial services industry. Faron has worked in the insurance industry, retail banking and brokerage industries. Faron started his financial services career with Merrill Lynch Private Client Group in 1998 as a Financial Consultant. Faron has helped hundreds of families with financial planning. His scope and depth of knowledge of financial services products are evident with his professional background:
Series 7 and 66 licensed since 1998. Licensed in State of Florida- Life, Health and VA. Since 1999 CRPC( Chartered Retirement Planning Consultant) since 2003 through the College for Financial Planning
ChFC(Chartered Financial Consultant) since 2008 He has Managed multi-million dollar portflios and has worked with estate planning attorneys.
Has experience in writing life insurance for Buy Sell Agreements for small businesses. Faron graduated from the The Citadel with a bachelor’s degree in Mathematics and is a former U.S. Navy Lieutenant. He is a lifetime member of the VFW.