Broker Check
Neil E. Weiss

Neil E. Weiss

Managing Partner of the Palm Beaches

BUSINESS PHILOSOPHY

My goal is to develop and maintain a professional business atmosphere in our agency, with a focus on high ethical standards. As the Managing Sales Director, I am responsible for recruiting professional sales personnel for the agency, and to develop marketing plans to help these representatives reach their career goals. Our agency strives to provide excellent service, specially focused on quality customer contact. We are focused on becoming a lifetime resource for each and every client.

  • 18 year resident of Delray Beach, FL
  • Family: Spouse: Lisa
  • Children: Savannah & Forest
  • Hobbies: Golf, Tennis, Stocks, Travel

PRODUCTS AND SERVICES

  • Fixed and Variable Annuities
  • Charitable
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding 529 Plans
  • Group & Individual Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Unit Investment Trusts
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

Our representatives will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances.

QUALIFICATIONS

  • 15 Time Leaders Conference Qualifier
  • 2 Time Management Conference Qualifier
  • Life Member of Million Dollar Round Table
  • Member of AEPi S. FL Alumni Association