
Independent Financial Consultant
Greater Chicago Area

Independent Financial Consultant
Greater Chicago Area
(Investment Management industry)
January 2008 — Present (2 years )
I have start a new career and I am looking for your support in helping me build my practice. Your time for referring potential clients will be well compensated.
After twenty year of working in real estate development as well as for the City of Chicago in the Department of Health- Division of Mental Health,
I am now working as an independent Financial Consultant. I work with a number of companies to best address the needs of my clients.
I do this by working with a team of professional such i.e.; Bankers, Lawyers, Accountants, Financial Planners, Estate Planners to assist my client in meeting their short and long term financial goals. The service that my team provides is; tax reduction strategies, debt elimination strategies, retirement planning, IRA transfers and rollovers, Income protection, reverse mortgages.
(Insurance industry)
November 1999 — Present (10 years 2 months)
I am looking for your support in helping me build my practice. If you can let everyone you know about my new career this would be a great help to me. I will do the same for your business. Please add me to your mailing list and let me know of any networking event that may take place. Your time for referring potential clients will be well compensated.
After twenty year of working in real estate development as well as for the City of Chicago in the Department of Health- Division of Mental Health, I am now working as an independent Insurance Agent. I work with a team of professional such i.e.; Bankers, Lawyers, Accountants, Financial Planners, Estate Planners to assist my client in meeting their short and long term financial goals. The service that my team provides is; tax reduction strategies, debt elimination strategies, retirement planning, IRA transfers and rollovers, Income protection, reverse mortgages.
We provide
* Long-Term Care
* Life Insurance
* Annuities
* Medicare Supplement Plans
* Medicare Advantage Plans
* Medicare Part D Prescription Drug Coverage
* Mortgage Insurance
* Income Replacement Insurance
* College Fund
Thank you for your time and consideration in the above matter. I look forward to developing a long and mutually beneficial relationship with you that is financially rewarding.
I will call you to set up an appointment. I wish you the of best of luck in all your endeavors.
www.therankinsgroup.com