- Specializing in Senior Planning
I specialize in helping you understand when and how to enroll in insurance. I will answer your questions and clarify the insurance options you have. I will help you avoid common misconceptions and late enrollment penalties. My clients are located all across Texas giving me a great feel for the insurance landscape. Request a no-cost, no-obligation, no-pressure consultation!
☑ College: SMU BBA Class of 78: Marketing, Finance, and Accounting
☑ Worked for Prudential Insurance (1989-1998) Registered Rep/Sales Manager, No 1 Rookie Agent May 1990; Texas, Oklahoma, and Louisiana
☑ Intersecurities,Inc (1998-2005): Investment Advisor Representative Full portfolio of financial products with Series 6 and 63.
☑ The Hart Agency (2005-2022): Sole Proprietor/DBA Medicare plans "specialist"