David Beltz CLU®, ChFC®

Sales Manager, Financial Advisor

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

I am looking to introduce people to a career as a financial services representative where you can take the skills, drive and desire you possess and use them to help individuals and businesses solve their most important financial challenges.

Discover a career that can’t be off-shored or outsourced. At our agency you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. 

Some of the attributes I seek in candidates are: competitiveness, problem solver, networker, coachable, organized, and results and ethics driven.



CRN201912-180567

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