James Mazepa, Ph.D

James Mazepa, Ph.D

Financial Services Representative

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

Phone: (941)961-6080
Fax: (941)366-3398
E-mail:

  • Leaders Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.

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

  • 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 & Health Insurance in Florida, Illinois, Indiana, Iowa and California.
  • Registered to offer securities products in Florida, Illinois, Indiana, Iowa and California.
  • Two time Leaders Conference

 PERSONAL

  • Ten year resident of Sarasota, Florida, and forty year resident of Chicago, Illinois
  • Family: Married to Jean for 40 years, two children and three grandchildren
  • Hobbies: Stamp collecting, travel, reading
  • National and International Philatelic Judge
  • Former Director of Marital and Family Psychiatry, Michael Reese Hospital, Chicago
  • Assistant Professor of Psychiatry, Pritzker School  of Medicine, University of Chicago (retired)
  • Clinical Professor of Psychology, Loyola University School of Medicine, Chicago (retired)

ORGANIZATIONS

  • President of Federacion Interamericana de Filatelia
  • Chairman of the Board, Polonus Philatelic Society
  • Royal Philatelic Society, London
    Royal Academy of Hispanic Philately, Madrid
  • American Philatelic Society 

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. L0212239295[exp1214][CA,FL,IA,IL,IN,NJ]