Insurance Agent

Pat DiPalma

***** *** **** ** **** Raton FL, ****8 561-***-**** ***********@*****.***

Licensed Insurance Agent, specializing in Individual Life Insurance, Fixed Immediate & Deferred

Annuities, Health Insurance, Disability Income Insurance, Estate Conservation, College Funding,

Mortgage Protection & IRA Funding.

Business Planning for, BY-Sell Agreements, Deferred Compensation, Key Person Protection &

Voluntary Payroll Deduction Programs

L icensed Insurance Agent

Licensed Agent in Health, Specialist in Long Pre Retirement, Retirement and

Life & Fixed Annuities Term Care Post Retirement Specialist

Member and IFAPAC Specialist in Non- 215 License

Chairman with NAIFA . National Profit Organizations Proficient in Microsoft Office

Association of Insurance and Customer relationship

Financial Advisors management with CRM Software

P rofessional E xperience

NY Life Insurance Company- 1300 Concord Terrace 5th Floor Sunrise, FL 3332

December 2011-present

Customize insurance programs to suit individual customers, often covering a variety of risks.

Ensure that policy requirements are fulfilled, including any necessary medical examinations and

that completion of appropriate forms.

Calculate premiums and establish payment method.

Perform administrative tasks, such as maintaining records and handling policy renewals.

Explain features, advantages and disadvantages of various policies to promote and sale of

insurance plans.

Call on policy holders to deliver and explain policy, to analyze insurance program and suggest

additions or changes, or to change beneficiaries.

Western & Southern Financial Group-P.O. Box 5735 Cincinnati, OH 45201

November 2010-December 2011

Confer with clients to obtain and provide information when claims are made on a policy

Maintained 531 clients

Contact underwriter and submit forms to obtain binder coverage

Develop marketing strategies to compete with other individuals or companies who sell insurance

DiPalma Renovations– Boca Raton, Florida (Self Employed)

Licensed Contractor with26 Years of experience, Master Setter, in all fields of construction.

With the completion of over thousands of home remodeling projects (budgets up to $500K).

Projects ranged from installing simple fixtures to doubling the square footage of a home.

Gained practical, hands-on knowledge of all aspects of home construction and remodeling.

Earned a reputation as a trusted owner operator that has had one to seven employees

throughout the 26 years of business.

Education:

NYLIC University,

Cathedral Latin High School Graduate, Broward County Licensed Contractor

Over the years have participated in hundreds of hours of technical and management classes to

keep well informed, and use the most up to date construction techniques in the business.

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