Philip Engelmann, CLU, CHFC

Domicile State: FL

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom.

I have the skills, knowledge and experience required to help meet my clients’ established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

  • Charitable Giving Strategies

  • Disability Income Insurance

  • Estate Conservation Strategies

  • Education Funding Strategies

  • IRA Consolidation/Rollovers

  • Fixed and Variable Annuities

  • Long-Term Care Insurance

  • Mortgage Protection (funded by life insurance and disability income insurance)

  • Lump Sum Pension Distribution

  • Pension Payout Alternatives

  • Pension Transfer/Rollovers

  • Mutual Funds

  • Tax Sheltered Annuities, 403(b) Plans

  • Term Insurance

  • Universal Life Insurance

  • Variable Universal Life Insurance

  • Whole Life Insurance

  • Qualified and Non-Qualified Plans

QUALIFICATIONS

  • B.S. in Finance, Florida State University

  • Chartered Life Underwriter (CLU)

  • Chartered Financial Consultant (ChFC)

  • Insurance & Investment Practice since 1990

  • Registered Representative, MML Investors Services, LLC.

PERSONAL

  • Married in 1996 to School Psychologist Melinda

  • Wyatt Gerhardt Engelmann, son

  • Carson Paul Engelmann, son

ORGANIZATIONS

  • Eagle Scout, Boy Scouts of America

  • National Association of Insurance and Financial Advisors

 

 

Phone 305-929-5340
E-mail