Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Professional Investors Life & Annuity, LLC, was founded with the goal of helping our clients with every aspect of their financial life. There are many pieces to the financial puzzle, and we have been able to put the puzzle together for many satisfied clients. We seek to co-ordinate the CPA, Attorney, Bank, Life Insurance Agent and Securities Advisor, all into one cohesive financial plan.
We will assist you in creating a comprehensive financial plan that incorporates Financial Services in Debt Management, Retirement Services, Wealth Management, and our Safe Money program. We will also provide guidance in the many areas of Health Insurance Services, including Individual, Medicare, and Group coverage.Our support of the independent broker community features a variety of webinars and programs that present information on the many tools available to address client needs.To learn how Professional Investors can help you achieve your long term financial security, please complete the form below, or contact us directly at (860) 678-7806 schedule your appointment today!
By now, most of us have heard about or received the third round of Economic Impact Payments from the U.S. Government.
However, many families may be unaware of the expansion of the Child Tax Credit that was passed as part of this plan. Eligible individuals may receive advanced payments to be disbursed starting July 1, 2021 of up to $3,600 per child.
To learn more about this and the many other additional relief packages passed as part of this law, contact Professional Investors Life & Annuity, LLC by email or by calling 860-678-7806 x203. We are available to meet with you at your earliest convenience.
For a complete copy of the Fact Sheet on the American Rescue Plan Act, click here.
Starting May 1, Access Health CT will open a new Special Enrollment Period for residents of Connecticut who are underinsured, uninsured, or would like to receive newly available financial help. This is also part of the American Rescue Plan Act.
Contact Professional Investors Life & Annuity, LLC by email or by calling us directly at 860-678-7806 x203 to set up a meeting to learn more.