David Raskin

David Raskin - CLU®, ChFC®

Financial Services Representative

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

Phone: (941)961-6000
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.

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)
  •  Medicare Supplement Coverage
  •  Pension Payout Alternatives
  •  Pension Transfer/Rollovers
  •  Mutual Funds
  •  Tax Sheltered Annuities, 403(b) Plans
  •  Term Insurance
  •  Universal Life Insurance
  •  Variable Universal Life Insurance
  •  Whole Life Insurance

QUALIFICATIONS

  • Licensed to sell Life Insurance and Variable Annuities in Florida, Connecticut, Massachusetts, New York and North Carolina
  • Licensed to sell Health Insurance in  Florida and Connecticut 
  • Registered to offer securities products in Florida, Connecticut, Delaware, and New York
  • Obtained Chartered Life Underwriter, Chartered Financial Consultant

PERSONAL

  • 11 year resident of Bradenton, FL
  • Family: Spouse Toby, Children Marion, Alexander, and Leslie
  • Hobbies: Sailing (100 ton Captains License), Golf

ORGANIZATIONS

  • Previous: President of Westchester County, NY Chapter of CLU/ChFC, Board of Directors Estate Planning Council of Westchester County, NY, Vice President of Fairfield County CT Chapter of CLU/ChFC. President of Temple Shearith Israel, Ridgefield, CT Vice Commodore of City Island Yacht Club, City Island, NY
  • Current member Estate Planning Council of Manaee County, FL and Society of Financial Service Professionals

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 10036. 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. L0212238863[exp1214][CT,DE,FL,MA,NC,NY]