Universal Life Insurance in Bethesda, MD

From the Business:At AKM Financial Services, we are not just financial experts; we are dedicated partners on your journey to financial success. With a profound commitment to integrity, professionalism, and personalized service, we offer a comprehensive suite of financial solutions to individuals and businesses alike.Our team of seasoned professionals brings years of experience and expertise to the table. We understand that financial matters can be complex, and we are here to simplify them for you. Whether it's tax planning and preparation, insurance solutions, bookkeeping, payroll management, or comprehensive financial planning, we've got you covered. What sets us apart is our unwavering dedication to our clients' financial well-being. We prioritize transparent communication, efficient processes, and responsive support. We believe that every financial decision should be informed and aligned with your unique goals.Whether you're an individual looking to secure your financial future or a business owner aiming to optimize financial operations, AKM Financial Services is your trusted partner. Let us guide you through the intricacies of finance, help you make informed decisions, and pave the way for a brighter financial future. Your success is our ultimate goal, and we are committed to achieving it together.Read more

From the Business:I am one of the most distinguished Financial Advisors in the country. I specialize in Financial Planning, Life Insurance, Disability Insurance, Long-Term Care Planning, Estate Planning, Wealth Management, Retirement Planning, etc. I graduated from the University of Maryland with a degree in accounting and became a CPA. I am committed to staying at the top of my profession through ongoing education and in addition to being a CPA, I am also a Retirement Income Certified Professional (RICP®), a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (CHfC®), and a CERTIFIED FINANCIAL PLANNER™ Professional.Read more

From the Business:I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively empowering families through his Financial Literacy Campaigns for the past 6 years, comprising both in-person and virtual Zoom sessions. Through his campaigns, Giri has positively impacted over 7000 families and aspires to reach 1 million families over his lifetime. Residing in California with his wife and two sons, I am dedicated to supporting families in their pursuit of financial independence. Serving as a mentor and coach to numerous individuals nationwide, I am deeply committed to spreading financial literacy and offering guidance across various aspects of personal finance. Join me in my mission to help families realize their financial aspirations and secure a prosperous future! I am seeking like-minded individuals to partner with me in expanding my initiatives! Reach out to me through my calendar at Calendly.com/lankipalle.Read more

From the Business:As one of the most distinguished insurance service providers throughout the US, we specialize in a comprehensive range of insurance solutions tailored to meet the diverse needs of individuals and businesses. Our expertise spans: • Personal Insurance: Property, Accident, Automobile, Burial, Condo, Dental, Disability, Domestic, Homeowners, Landlord, Life, Renters, Travel, Travel Medical, Umbrella, and Visitors Insurance. • Business Insurance: Commercial, Commercial Truck, Liability, Small Business, Workers’ Compensation, and Event Insurance. • Health & Financial Protection: Health, Medicare Insurance, Medicare Advisory Services, Mortgage, and Retirement Insurance Planning. • Specialty Coverage: Flood, Home & Rental, and more. With a commitment to Growth, Trust, and Protection, we provide tailored solutions that safeguard what matters most to you. Call today if are looking to building wealth, protecting assets, and creating sustainable income streams. Read more

From the Business:Hemnani & Company Insurance is independently owned and locally operated to handle your insurance needs. We focus on Silver Spring and offer affordable and reliable insurance choices all across Maryland, DC, and the VA metro area. We will help you find the right combination of tailored, personalized insurance coverage at just the right price to fit your needs. It offers you quality insurance coverage, a high level of professional service and a long-term relationship. As independent agents, we’ll research rates and coverage from top insurance companies to find the best insurance rates and insurance plans for you. We do the insurance shopping and comparing for you to save you time and money! We're proud to feature several fine insurance companies, including Travelers, The Hartford, Safeco, Progressive, AIC, Philadelphia Insurance Companies, and New York Life. Your policies at your fingertips - 24/7. Hemnani & Company Insurance is proud to work with many carriers which allow you to manage and update your existing policy information, as well as file claims, online any time.Read more

From the Business:When it comes to preparing for the future it’s important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully.If you’re focused on retirement, I can help. Together we can find the right insurance and financial solutions to help you make your dream retirement a reality.Retirement will be here before you know it. Are you ready? I can help you make the most of your time and money to potentially get you more out of retirement. Let’s get started.Read more

From the Business:Whether you're looking for life, retirement plan, or more! And passionate about providing outstanding customer service and to educating our clients on their insurance policies. Rather than pushing products or handing out quotes, will take our time to understand your situation, asses your risks, and help you understand the insurance options available to you. With a fully staffed office, you won't get an answering machine when you call us to speak about insurance! Along with expert guidance to help you achieve lifelong financial well-being. To know more details kindly contact me. Thanks.Read more

From the Business:I am proud a sponsor and an active supporter of the Indian community in the Washington dc metro area. . Our agency has participated in several events benefiting local businesses and schools, including organizing a school supplies drive and working with the local PTA to collect donations. I have been living in Maryland's Prince Georges and Montgomery counties for over twenty-five years, and it is my pleasure to serve as your local Allstate agent in the Berwyn Heights / College Park / Greenbelt area. I enjoy being a part of and giving back to the community, and building local relationships is one of the best parts of my job. Our agency has participated in several events benefiting local businesses and schools, including organizing a school supplies drive and working with the local PTA to collect donations. We have a team of bilingual (Spanish, Malayalam and Hindi), licensed professionals who take pride in providing excellent customer care and service. We look forward to getting to know you and helping you find the solutions that best meet your needs. I’m committed to helping residents assess their immediate and long-term needs and choose options that will help them achieve their goals. When you want to explore options for protecting your home, personal property, or financial future, I'm available to answer your questions. If you're already a customer, I'm ready to review your coverage so that you can make any necessary adjustments to fit your changing needs. Stop by or call today, we'd love to meet you. I can help you protect what is important to you. If you are looking for Auto, home, life insurance or retirement options, I can help you choose the right coverage at a competitive price. As your local Allstate Agency, we have over 15 years combined industry experience while being 25+ years in the community. Call me today for a free quote.Read more

From the Business:Hi, I'm Providing insurance services like life, investment, and retirement solutions along with expert guidance to help you achieve lifelong financial well-being. For all of life's milestones, we're here for you, your family, and your business. An increasing number will offer our clients comprehensive financial planning services, especially for clients approaching retirement For more details kindly contact me. ThanksRead more

From the Business:They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now.Read more

From the Business:Mohinder Kumar is a financial educator with a strong desire to help others. Mohinder proactively educates customers regarding their financial wellness journey on key topics such as investments, debt prioritization, and budgeting. Mohinder was introduced to the field of financial education by a friend and soon saw the demand in the market for financial literacy. With encouragement from his family, he launched his career and has been serving the San Francisco Bay Area for the past 10 years. In his free time, Mohinder likes to travel internationally with his family. Get in touch today to start learning about your financial future!Read more

From the Business:As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. Read more

From the Business:I am a Financial Adviser based in MD and licensed in GA, MD, NJ, OH & VA. My areas of focus include Asset Management, Employee Benefits, Estate & Retirement Planning, Life, Health, Disability, Long Term Care Insurance Products & Sales. I offer investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. No offers may be made or accepted from any resident outside the specific state(s) referenced.I am a Financial Services Professional that offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of GA, DC, MD, VA, NJ, and OH. No offers may be made or accepted from any resident outside the specific state(s) referenced.Read more

From the Business:We specialize in Rollover, Annuity, Life College funds, Guaranteed life time income, and also help with Health, Auto, Home and business related Insurance services. A leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Alka Vohra has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. At New York Life, we believe in helping people like you, families like yours, and business of all kinds. Since 1845, we've been doing just that - making sure our customers are prepared for whatever life has in store and doing everything we can to help them face tomorrow with confidence. Whether you're on your own, have a family, or run your own company, let's get together and talk about your future. We're here to help.Read more

From the Business:I am one of the most distinguished Insurance Services in Bethesda, MD. I specialize in Automobile Insurance, Boat Insurance, Business Insurance, Commercial Insurance, Condo Insurance, Health Insurance, Home Insurance, Life Insurance, Personal Insurance, Renters Insurance, and Travel InsuranceI enjoy helping customers like you identify the insurance coverage that best fits your needs. This process is straightforward and personalized to help make you smarter about insurance. Customers reach out to me because of my training and experience in risk management, loss control, and general business operations. My leadership role in managing several small businesses has allowed me to gain insight so that I can point people in the right direction. Having been in the insurance industry for over five years, I have the knowledge and experience to help you better understand your coverage options--whether you're a small business owner, in the service industry, renting an apartment, a homeowner, new to the city, or more. For all of life's milestones, we're here for you, your family, and your business. For more details kindly contact us.Read more

From the Business:As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal. Products and services include: 401(k) retirement plans and Individual Retirement Accounts, 529 qualified tuition plans, Annuities, Mutual funds, Certificates of Deposit, U.S. Treasuries Securities, Group retirement and savings plans, Simplified Employee Pension Plans, Qualified Retirement Plans, Other retirement savings plans designed specifically for employee groups, Life insurance, Long-term-care, disability and critical-illness insurance, Health Insurance Group health benefits.Read more