David Valenti

David Valenti

Financial Services Representative

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

Phone: (941)961-6086
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

  • Variable Annuities
  • Fixed 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
  • Whole Life Insurance

QUALIFICATIONS

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

PERSONAL

  • 30 year resident of Sarasota, FL
  • Hobbies: Fishing, Camping  

ORGANIZATIONS

  • Member of St. Josephs Catholic Church
  • Humane Society 

Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities are offered by MetLife Securities, Inc. (MSI) (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.  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. L0212238824[exp1214][FL]