Robert Sobolewski

Robert Sobolewski

Financial Services Representative

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

Phone: (941)961-6149
Fax: (941)366-3398
E-mail:

BUSINESS PHILOSOPHY

With a career spanning over 25 years in the life insurance industry as an advisor to clients and other financial professionals, I use my experience to consult with clients on insurance planning and product evaluation concepts.  

My approach is to position life insurance as both a protection and investment vehicle using strategies that help achieve estate and family planning goals. 

My style is direct, plain and simple, reflecting my philosophy that ideas that are clear and concise will be implemented and sustained. I favor a team approach to helping clients by working closely with their other advisors. 

PRODUCTS AND SERVICES

  • Fixed 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

  • 25 Years in the Financial Services Industry
  • Obtained  Chartered Life Underwriter (CLU) designation from the American College

PERSONAL

  • Graduated from  the University of Connecticut with a BS in Business Administration 
  • Enjoys golf and exercising and has lived in Sarasota for 19 years. 
  • Married with two grown children. 

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.L0412255219[exp0315][FL]