Becky ToChip, MSN

Becky ToChip, MSN - ChFC®, LUTCF

Financial Services Representative

1819 Main Street, Suite #1300 (Penthouse)
Sarasota, FL 34236

Phone: (941)961-6123
Fax: (941)366-3398
E-mail:

  • Investment Adviser Representative of MetLife Securities, Inc., a registered investment adviser.

BUSINESS PHILOSOPHY

With 20 years of healthcare experience, I understand the unique opportunities and challenges that are front and center for healthcare practitioners.

Mission: To improve quality of life by providing clients the best solutions to attaining & maintaining a healthy & balanced budget as well as in implementing the most suitable strategies in their investment, insurance, retirement and estate planning needs.

Vision: To be the Preferred Financial Advisor of Healthcare Professionals

PRODUCTS AND SERVICES:                

  • Cash Flow Analysis
  • IRA Rollovers/ Roth Conversions
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Asset Protection Strategies
  • Mutual Funds/ Stocks
  • Annuities: Variable and Fixed
  • Income Replacement Insurance: Disability Insurance, Mortgage Insurance
  • Long-Term Care Insurance
  • Estate Conservation Strategies
  • Life Insurance: Term, Universal Life, Whole Life

QUALIFICATIONS

  • Chartered Financial Consultant, ChFC
  • Life Underwriter Training Council Fellow
  • Series 7, 63, and 65
  • Investment Adviser Representative of MetLife Securities Inc.

PERSONAL

  • Joined MetLife in 2001
  • MSN with APRN Tracking, FIU, Class 1999, 
    •       BSN, Velez College, CEBU class 1979
  • Speak fluent Hoc-kian, English, Cebuano, Waray and Tagalog

ORGANIZATIONS

  • Member Philippine Nurses’ Association of South Florida
  • Member Phi Kappa Phi, FIU

Metropolitan Life Insurance Company (MLIC), New York, NY 10166.  Securities products and investment advisory services offered through MetLife Securities Inc. (MSI)(member FINRA/SIPC) and a registered investment advisor.  Some health insurance products offered by unaffiliated insurers  through Enterprise General Agency (EGA) Somerset, NJ  08873.  MLIC, MSI, and the EGA are MetLife companies.  L0711195771[exp0912][AZ,CA,FL,NJ,NV,NY,OH,TX]