Protect & Preserve Inc.
22 New Jersey Avenue
Absecon, NJ 08201
Specialize in College Planning, Life Insurance and Retirement Planning
Specialize in working with families for college and family planning and protection. Work with Business Owners so they have an exit strategy when they want to Retire. Work with Employers and employees on educating them on Financial Illiteracy.Work with individuals and couples in the non risk world of Retirement.
Keywords: Life Insurance, College Planning, Retirement Planning,Business Owners,Unions,Casino Employees,
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Interview Q&A
How long have you been in business?
Protect and Preserve Inc. Has been around for eleven years. I have been serving clients old and new for twentyfour years.
What is your primary product or service?
I am an income planner
I find money you are transferring unknowingly and unnecessary, bring it back to you and put those transferred dollars into your lifestyle and retirement nest eggs.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I saw that in general 99% of our community do not know the rules of the game. My job is to become your swing coach and teach and refine your game. Once you have mastered the game, then I help you pick out your clubs.
How do you differentiate yourself from other businesses in your category and area?
I am not a club salesmen. I am your swing coach.
How many locations do you have and do you have plans to expand?
One office located in Absecon, New Jersey. I am contracted to do business in many states and am willing to travel to help
potential clients.
Provide detailed directions to your location
My office is the first building on New Jersey Avenue, in the business district of Absecon. It is also the only building on my block with off street parking.
What type of payments do you accept?
Insurance premium and Annuity premium, whether it is done with transfers and 1035 exchange.
Which areas do you service?
All of New Jersey and surrounding states.
Who owns your company or runs daily operations?
I own my company and run the daily operations.
What are your hours of operation?
Hours of operation are Monday-Friday, 9am-5pm. All appointments are set up by calling in for the appointment first.
What is the best compliment anyone can give you?
Referring me to their family and friends.
What is your favorite quote or Bible verse?
If you thought something was true and it turned out not to be true, when would you like to know?
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