Edward Weil, LUTCF

Financial Services Representative

About

Focus:  Insurance Strategies, Retirement Income Strategies, Investment Strategies, Charitable Giving, Business Succession Strategies, Risk Management Strategies, Estate Conservation Strategies, Financial Education, Student Loan Refinancing, Business Owners, College Funding Strategies, Group Benefits

Languages: English 

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

Individuals and Family

  • Fixed and Variable Annuities
  • Disability Insurance
  • Charitable & Estate Conversation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Mortgage protection (funded through life insurance and disability insurance)
  • Lump Sum Pension Distribution Strategies
  • Mutual Funds
  • Asset Allocation Strategies
  • Term, Whole, Child, Variable and Universal Life Insurance

Business

  • Business Succession Strategies
  • Retirement Funding Alternatives
  • Executive & Employee Benefit Plans
  • Tax Sheltered Annuities
  • Pension Payout Alternatives
  • Pension Transfers/Rollovers
  • 401(k) & 403(b) Plans
  • Group Variable Universal Life Insurance
  • Group Disability Insurance

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in Florida, Georgia, California, Massachusetts, Michigan, New York, South Carolina, Texas and Washington.
  • Registered with MML Investor Services, LLC. in Florida, Georgia, New York and Texas.
  • LUTCF from The American College
  • 403(b) Certified
  • CA License # 4175789

PERSONAL

  • Resident of Florida for 17 years.
  • Bachelor of Science – Marketing and Transportation Distribution Management from Syracuse University
  • Over 30 years of professional and personal sales experience.
  • Family: Married to Lisa, 1 daughter, Samantha. Both wife and daughter are teachers in Florida schools
  • Hobbies: Sports enthusiast, crossword puzzles, and other word challenges, activities involving local school organization
  • Tampa Chapter of Syracuse University Alumni, Sun City Chamber of Commerce
  • Volunteer: Feeding Tampa Bay, Tampa, FL,  Metropolitan Ministries, Tampa, FL Brandon and Valrico, FL school activities

My Approach

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.  I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I  can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.

SOLUTIONS THAT HAVE AN IMPACT

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.

DISCLOSURE:

CA INSURANCE LICENSE #4175789 

I AM LICENSED TO SELL INSURANCE IN: FL, GA, CA, MA, MI, NY SC, TX,, WA

I AM LICENSED TO SELL SECURITIES IN: FL, GA, NY, TX, KS

LOCAL FIRMS ARE SALES OFFICES OF MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (MASSMUTUAL), SPRINGFIELD, MA 01111-0001, AND ARE NOT SUBSIDIARIES OF MASSMUTUAL OR ITS AFFILIATED COMPANIES. REGISTERED REPRESENTATIVE OF AND OFFERS SECURITIES THROUGH MML INVESTORS SERVICES, LLC. MEMBER SIPC (WWW.SIPC.ORG). OSJ: 1000 CORPORATE DRIVE, SUITE 700, FORT LAUDERDALE, FL 33334. (954) 938-8800 CRN202408-949479