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Rekha Patel

Financial Services Representative

Biography

EDUCATION

Bachelor of Commerce, L.L.B. M.S. University

QUALIFICATIONS

Series 6  

Investment Company/Variable Contract Limited Representative

Group 1

Licensed to sell Life & Health Insurance in MI, TX

3-Time Leaders Conference Qualifier

28 years of industry experience

Securities registered in MI, KY, TX

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 client’s established goals. My personal goal is to become a lifetime resource for each and every client. Protecting what you’ve built and the people you love is the first step in securing your tomorrow.

PROFESSIONAL EXPERIENCE

28 years of financial industry experience.

PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners

Languages

  • English

CRN201909-218603

Check the background of this investment professional on FINRA's BrokerCheck