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MetLife http://www.metlife.com/Stan CasilloMBA, LUTCF |
Recent Comments/Answers by Stan Casillo
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Recent Blogs by Stan Casillo
Caution : Rollover in Progress
Rolling over a distribution from your employer-sponsored retirement plan account to a traditional individual retirement account (IRA) isn’t difficult. Still, it’s easy to make a mistake that could cost you a chunk of your savings. Here are a few rollover “missteps” to avoid.
A Check Instead of a Transfer
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Attention IRA Owners – Your Individual Retirement Account Just Got Better
An IRA is already an appealing retirement saving vehicle. Now, several provisions in recently enacted federal laws may make IRAs even more attractive.
Plan Beneficiaries.
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Business Description
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
Professional Qualifications
* Member of National Association of Insurance and Financial Advisors
* Masters in Business Administration, Nichols College
* Registered Representative of MetLife Securities, Inc.
Financial Products
* Disability Income Insurance
* Mutual Funds
* Whole Life Insurance
* Employee Benefit Plans
* Universal Life Insurance
* Long Term Care Insurance
* Term Life Insurance
* Charitable Giving Strategies
* Survivorship Life Insurance
* College Funding Stratgies
* IRAs
* Retirement Funding Strategies
* Tax Sheltered Annuities, 403(b) Plans
* Mortgage Protection (Through Life Insurance and Disability Income Insurance)
* 401 (k) Plans
* Life Insurance Needs
General Information
I will work with you and your tax advisers to help you select the most appropriate product solution to suit your specific needs and circumstances. Some health insurance products offered by unaffiliated insurers through Enterprise General Ahency (EGA), Inc., 300 Davidson Avenue, Somerset, NJ 08873. Metropolitan Life Insurance Company (MetLife), New York, NY 10166. Securities and investment advisory services offered by MetLife Securities, Inc. (MSI) (member FINRA/SIPC) New York, NY a Registered Investment Advisor, MetLife, MSI and EGA are affiliates. L05085999[exp1209] [MA,RI]
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