David Maskewitz

David Maskewitz

Financial Services Representative

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

Phone: (941)961-6105
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 clients’ established goals. My personal goal is to become a lifetime resource for each and every client.

QUALIFICATIONS

  •  Licensed to sell Life & Health Insurance in Florida, Georgia, and Colorado
  •  Registered to offer securities products in Florida
  •  [1] Time Leaders Conference Qualifier

PRODUCTS AND SERVICES

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

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. Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency, Inc.(EGA), Somerset, NJ 08873. Metropolitan Life Insurance Company(MLIC). Securities products offered through MetLife Securities, Inc. (MSI) (FINRA/SIPC), both located at 200 Park Avenue, New York, NY 10166. EGA, MLIC & MSI are MetLife companies.

L1211229638[exp0114][FL,GA,OK]