John Perko

John Perko

Financial Services Representative

Coastal Wealth Management Group- Fort Myers
9530 Marketplace Road, Suite #108
Fort Myers, FL 33912

Phone: (239)896-1144
Fax: (239)869-1141
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

  • Fixed Annuities and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through Life Insurance and Disability Income insurance)
  • Lump Sum Pension Distribution  
  • 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 & Ohio
  • Registered to offer securities products in Florida

PERSONAL

  • Permanent resident of Fort Myers
  • Family: Wife: Nancy; Daughter: Heather
  • Puppies: Bosco & Tatum (Yorkies); Cookie (Cockapoo); & Charley (Shih Tzu)
  • Hobbies: Swimming, Dancing, Jet-Skiing & Snow-Skiing
  • Matriculated in the American College
  • Saint Ignatius High School 
  • Saint Louis University (B.A.)
  • Ohio Paralegal Institute Certificate 
  • Institute of Computer Management Certificate 

ORGANIZATIONS

  • Member of NAIFA & FAIFA
  • Former Area Governor Emeritus, TOASTMASTERS
  • Former State Director Emeritus, Cleveland Jaycees 

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 Insurance Agency, Inc.(EGA), Somerset, NJ 08873. MLIC, MSI, and the EGA are MetLife companies. L0212239845[exp0313][FL,OH]