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David Shea

New York Life
Life, Disability & Annuity Insurance

Contact Information:

Pembroke, MA 02359
United States

Years in Business:

 

12

Clients I'm Seeking:

 

My clients are closely held business owners and their families with significant net worth. Also, my clients are professionals and other highly paid executives. My clients typically prioritize reduction of income tax and estate tax, coordination of executive benefits and business continuity strategies as main objectives for themselves and their families. My clients are predisposed to working with and valuing the services provided by professionals. My clients value the advice given to them by the professionals they hire in the areas of law, accounting and financial services.

About My Business:

 

I am a top provider of estate, business and retirement planning solutions to executives, professionals, business owners and their families. I spend time working with my clients and their families to get to know each unique situation. I then take the time to interview the client’s advisors to get answers to questions raised during the client interview and gain a sense of the advisor relationship. My research and analysis of all client documents give a clear assessment of the client’s current position. I am one of the foremost providers of life insurance underwriting in Massachusetts including “hard to place” cases. I strive to provide “concierge” style service for my clients. My core values are technical competence, over-the-top service, inter-generational trust building and a devotion to client concerns.

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