Bob's mission is to assist successful business owners, executives and retirees to make prudent insurance decisions. His clients enjoy counsel on personal and business planning. These concepts include: Bob's disability and long-term care protection expertise, life insurance, medical insurance, business succession, key person protection, customized non-qualified retirement strategies for business owners and key employees, estate planning and charitable giving.
This coming April "Bob" began his 29th year serving clients. Once again Bob has earned the valued industry accolades of: 1) National Quality Award {95% + retention rate- customer satisfaction}, 2) National Sales Achievement {100 + sales per year} and 3) the Marketplace Individual Medical Achievement Award.
Bob's focused work ethic has enabled him to continue to achieve educational excellence. This began to blossom in college at NC State University. While earning 2 bachelors degrees- {Business Management, Economics} (a full time course load each semester) he was also involved in the rigorous daily commitment of an a division 1 college sport ( wide receiver on the Wolfpack's ACC and 2 Bowl championships- football team), an on campus organization ( PIKA social fraternity), and a part time job ( DH Hill Library).
He also earned 17 semester hours in a foreign language for enjoyment. In his career he has continued with that same targeted commitment to being the best. He has gained a broad scope of insurance and financial knowledge from the American College's LUTCF designation program, and the estate planning/ long term care focus of the CLTC designation. He is recently passed the AHIP Disability Insurance Associate (DIA), and is studying for American College's - Certified Financial Planner ( CFP ) designation, Chartered Life Underwriter ( CLU ),and Certified Advisor for Senior Living ( CASL) designations.
