Financial Services Employee Benefits

Douglas A. Martin, CLU Phone: 1-866-***-****

**** ****** **** ******: 786-***-****

Suite 344 Fax: 1-866-***-****

Weston, FL 33331 *******@**************.***

Summary

I am a self-motivated individual with excellent communication skills who is well versed in all aspects of financial planning concerning protection, savings, and growth. I have extensive experience in providing financial services for medium to high net-worth individuals as well as planning in the small to medium size business market by providing an array of employee benefits and services that include individual and group health as well as voluntary supplemental benefits. Lastly, I am Medicare certified and work with seniors to find the best Medicare Supplement or Medicare Advantage plan for their individual needs.

Major Accomplishments

I provide individual and business clients with products that continue to eliminate risk to their assets, income, and life as well as products that safely grow their assets while minimizing market risk.

Employment History

3/2000-6/2024- Executive Financial Services Miami, FL

Insurance Specialist

I help clients with products and services that include estate and retirement planning, employee benefits, and tax planning. I assist in all areas of protection including life insurance, disability, LTC as well as voluntary supplemental benefits for medium and large businesses. I also utilize annuities and SPL as tax deferred vehicles for medium and high net-worth individuals in addition to insurance trusts to minimize the effects of estate taxes.

6/1998-2/2000 Allmerica Financial Miami, FL

Financial Advisor

5/1982-5/1998 Northwestern Mutual Miami, FL

Special Agent

6/1979-4/1982 Security Life of Georgia Miami, FL

Education

1982 American College Chartered Life Underwriter

1979 University of Miami BA Studio Music and Jazz

Certifications

Chartered Life Underwriter

Community Involvement

Rotary Club of Miami, Habitat for Humanity, Charlee Organization, Guardian Ad Litem

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