Colleen Belcher

Colleen Belcher

Financial Services Representative

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

Phone: (941)961-6132
Fax: (941)366-3398
E-mail:

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

 PRODUCTS AND SERVICES

  • Whole Life Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Term Insurance
  • Long-Term Care Insurance 
  • Disability Income Insurance
  • IRA Consolidation/Rollovers
  • Pension Transfer/Rollovers
  • Mortgage Protection (through life insurance and/or disability income insurance)
  • Pension Payout Alternatives
  • Education Funding Strategies
  • Charitable Giving Strategies   
  • Estate Conservation Strategies 
  • Tax Sheltered Annuities, 403(b) Plans 
  • Mutual Funds
  • Fixed Annuities
  • Variable Annuities

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in FL
  • Registered to offer securities products in Florida

 PERSONAL

  • Florida resident since 1982
  • Family: Spouse/John
  • Hobbies: Running, Golf, Motorcycles

 ORGANIZATIONS

  • Guardian ad litem-12th Judicial District
  • Member of Humane Society Sarasota
  • Member of Sarasota Business Exchange
  •  

    • I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances. Metropolitan Life Insurance Company (MLIC), New York, NY 10166.  Securities offered through MetLife Securities Inc. (MSI)(member FINRA/SIPC).  Some health insurance products offered by unaffiliated insurers through Enterprise General Agency (EGA) Somerset, NJ  08873.  MLIC, MSI, and the EGA are MetLife  companies. L0512257278[exp0415][FL]