Phone: (813) 244-7177Mobile: (813) 244-7177Fax: (813) 281-0110E-mail: firstname.lastname@example.org
Hello and thank you for your inquiry. We look forward to meeting you, learning about what drives you and what you would like to accomplish with your personal and financial goals.
A little about me: I am a Florida native and just moved back from Denver, Colorado. My beautiful wife Karla and 2 children Liam and London are glad to be with family and friends.
I love to spend time with familiy, friends and the community. We golf, go to the parks, beach, community events and simply enjoy what we have been given.
I started in the Financial Services industry in 2007 with T. Rowe Price as an Retirement Specialist assisting clients with their 401(k)'s, IRA's and brokerage accounts. I was then introduced to New York Life in 2009 and my life and the life's of my clients improved dramatically.
In my first year with New York Life I attained Quality Council Status1 (2013) which is our first level of recognized success. The second year I attained Executive Council status1 (2014 & 2016), this is the second level of recognized success and what most agents strive to attain. Also in the second year I become a Million Dollar Round Table member^. This membership places me in the top tier group in the industry. The third year I attained Presidents Council1 (2015).
I love what I do for families and business owners. It is my life's passion and ministry. I would love to make an personal introduction and assist you in making your personal and financial success a reality for you and the generations that follow.
Thank you,Mathew Steward
1 Awarded by New York Life Insurance Company for outstanding sales achievements.
^ MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.
Phone: (813) 933-8118Fax: (813) 932-0954E-mail: email@example.com
June Jenneke is the Operations Manager for Kent Moss & Associates, Inc. June has been in the insurance industry since 1974 and with New York Life since 1986, moving into operational management with Kent Moss & Associates in 1990. June is experienced in all your insurance service needs, from ownership and beneficiary changes, to policy loans and billing changes. June lives in Seminole, Florida, with her husband, Keith, and dog, Daisy. June has been in the Tampa Bay area since 1974 and is originally from New Hampshire. Give June a call if you have any service requests regarding your existing New York Life policies.