PMG Insurance & Financial Services is dedicated to preserving and protecting our clients' financial well being through customized insurance & financial products as well as helping our clients plan for retirement with confidence and certainty. We service both the Individual and Small Business Marketplace. For Individuals and Families we are here to help in each of the Financial Life Phases. We specialize in helping clients meet needs with Insurance Protection such as Health, Life, Disability or Long Term Care Insurance.
Services
Our Firm
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. PMG Insurance & Financial Services and Cambridge are not affiliated. The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact. On the Employee side we can help with Simple and SEP IRA's as well as 403B and 401k plans.
Career Opportunities
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CURRENT POSITION AVAILABLE: L/H Licensed Agent / Producer - We are expanding our Life & Health Division and are searching for an experienced Producer. Lead programs and co-broker opportunities available. Requirements: At least 3 years experience. Must be self motivated, have excellent communication skills and willing to work in a team environment. If you are interested please contact us @ 860-828-6764.
Insights
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Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Retirement
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Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews (2)
Frank Fonteyn
May 01, 2021
Disaster Restoration
Feb 23, 2020
