Tom Mackle

Tom Mackle

Financial Services Representative

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

Phone: (941)961-6003
Fax: (941)366-3398
E-mail:

PROFESSIONAL SERVICES

Tom’s focus is working with business owners, professionals and successful entrepreneurs in developing sound financial programs for their business/profession. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS & 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 FL
  • Series Six securities registered in FL

PERSONAL

  • Born and raised outside of Philadelphia, PA
  • Tom currently resides with his wife in Sarasota, FL
  • In his spare time, he enjoys playing golf and working with charities that are involved with disabilities.
  • Over 25 years in the business world
  • 8 years as an independent business owner
  • Prior VP of Sales for a major equipment distributor in the Northeast
  • Education – Graduate of LaSalle University, BS in Business Management with a minor in Labor Relations

ORGANIZATIONS

  •  Member of Sarasota Chamber of Commerce
  •  Material Handling Association
  •  MHEDA

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. Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency, Inc.(EGA), Somerset, NJ 08873. Metropolitan Life Insurance Company(MLIC). Securities products offered through MetLife Securities, Inc. (MSI) (FINRA/SIPC), both located at 1095 Avenue of the Americas, New York, NY 10036. EGA, MLIC & MSI are MetLife companies.

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