Juliana M Tom
I so all facets of insurance and financial planning ranging from: Medicare Supplements, Medicare Advantage Plans, Medicare Part D (RX Plans), Final Expenses, Pension Maximization, IRA / 401K Rollovers, Tax Free Retirement Planning, Protection From Nursing Home Costs, Disability Insurance, Medical Coverage and Short-Term Medical (ACA Plans), Planning for Retirement and Social Security, Hospital Indemnity / Confinement Plans, Cancer / Heart / Stroke Coverage, Spousal Income Replacement, Long & Short-Term Care, Annuities (Fixed, Indexed, and Fixed Indexed), Asset Preservation Planning, Charitable Gift Giving (Church/Children/Charity, etc.), Dental, Vision, and Hearing Coverage, Term Life, Whole Life, Leaving a Legacy, Home Health Care, Key Person Insurance, Buy / Sell Agreements, Partnerships, Estate Planning, Universal Life, AND SO MUCH MORE!!! PLEASE JUST ASK!!
PERSONAL BACKGROUND
I am originally from Medford, Wisconsin. In June of 2010 I moved to Oklahoma with my husband Chad, our son Jesse, and our daughter Ashley. Our Children are God’s gift to us and we are very blessed to have them. We are now proud grandparents of 2 beautiful granddaughters. We now reside just outside of Sand Springs, Ok. in the country. We love to have camp fires in our back yard with our family and friends. We also enjoy camping, hunting, and fishing along with other outdoor activities.
PROFESSIONAL BACKGROUND
I have been licensed and worked in the insurance industry since July of 2000. I am certified in Long Term Care Insurance and hold a designation as a Certified Senior Advisor. I have completed several college courses such as business, insurance, and finance. In addition, I have completed several industry classes such as Winners edge, Tom Hopkins, Fast Start training, Essentials of business INS, Essentials of Long Term Care, and Meeting your clients needs. I have received honors such as sales person of the month, new agent of the year, and sharp person of the year. I also had been promoted to management and had served on the Branch Honor Circle. I now am a Regional Sales Manager and have my own branch office.
MISSION
My mission is to help individuals, couples, and families protect their financial security and plan for their futures. I am personally dedicated to finding innovative insurance planning solutions to help you reach your retirement goals. I recognize that my client’s needs and priorities change over time, and I hold myself to the highest level of personal and professional integrity to recommend insurance product solutions that are in my client’s best interests.
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