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Robert B Lewis

New York Life Insurance & Annuity Company
General Insurance

Contact Information:

6100 Fairview Road Suite 400
Charlotte, NC 28210
United States
T: 704-371-8587
F: 704-371-8019
www.robertlewis.nylagents.com

Years in Business:

 

3

Clients I'm Seeking:

 

To assist professionals and business owners in achieving financial security through proper planning and asset protection, facilitating wealth accumulation and financial security through professional competence and personal caring throughout the Carolina’s, Washington , DC metro area, Texas, Illinois, and Louisana.

About My Business:

 

TO BE A PROBLEM SOLVER FOR MY CLIENTS, POTENIAL CLIENTS AND REFERRABLE TO OTHERS AS A TRUSTED FINANCIAL SERVICES PROFESSIONAL. Individual Life Insurance, Long-Term Care Insurance, Fixed & Variable Immediate Annuities, Disability Income Insurance, Fixed & Variable Deferred Annuities, Mutual Funds,Survivorship Needs, Estate Conservations, College Funding, Mortgage Protection,Structured Settlements, Retirement Needs, Charitable Giving, Buy-Sell Funding, Deferred Compensation, Executive Bonus, Key Person Protection, Voluntary Payroll Deduction, Qualified Plan Funding: SEP, Keoghs,401(k)s & Pensions

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