WACO, TX - 09/05/2018 (PRESS RELEASE JET)
RetireCo to add a new Partner Agency in Waco, Texas
Steven Devito will bring three decades of experience on Wall Street to families, professionals and businesses in Waco, TX.
Waco, Texas – August 2nd, 2018 - RetireCo Enterprises, LLC., one of the fastest growing insurance organizations in the country, has announced the addition of a new Partner Agency located in Waco, Texas. The new location will offer a variety of insurance products and related services.Unlike most of their competitors who limit their customers, RetireCo provides access to hundreds of top-rated insurance carriers and thousands of products. "We believe that our clients shouldn't be limited to a handful of products. If you really want to do what is in a client's best interest, you have to offer them more than just one insurance company, " says CEO, Matt McGonigle.
The Waco, TX agency will be operated by RetireCo Agent, Steven DeVito. With nearly thirty years of experience on Wall Street as an Institutional Fixed Income Trader and Portfolio Manager, Steven’s customers have access to unmatched experience to maximize financial performance.He has been an educational speaker, published author and an advisor to Banks, Credit Unions, Corporations, and Pension Plans on their Investments, Asset and Liability Management and Balance Sheet Management Strategies.He specializes in life insurance, retirement & estate planning, college savings plans, strategies for special needs children, business continuation, employee benefits and business cross-sell and purchase strategies.The Waco, TX agency can be reached via email to Steven.DeVito@RetireCo.com or over the phone locally at 254-301-7320.
RetireCo is opening new locations across the United States throughout 2018 and beyond. By the end of the year, the company plans on having several new RetireCo Partner Agencies in Texas. “I chose RetireCo because of their Independent platform that allows me to be objective, with access to over 400 carriers and 14,000 financial products. The Independent platform allows me to sort out all of the options for my clients’ situations and do all of the shopping for them to tailor a solution that best fits their needs and budget,” says Devito.
The Waco, TX agency offers a multitude of product lines and services. But, DeVito’s experience as an institutional investor has led him to understand that Life Insurance products can solve problems that investment & savings accounts alone cannot.The benefits enjoyed by clients who include properly structured life insurance and annuities in their financial plan include: Financial Security, Financial Flexibility, Independence, Dignity, Peace of Mind, Privacy and Control.“A good financial plan needs more than one tool in the toolbox to make it work. Life insurance products can provide tax-advantaged solutions for income replacement, wealth creation and accumulation,” he says. He also notes that every year millions of people are diagnosed with heart attack, stroke and cancer. While the vast majority of them will not die, many will become disabled and more than half will likely go bankrupt in the process. Devito recognizes and educates his customers that many of the newer life insurance products provide accelerated benefits that allow the insured to access a significant amount of the policy death benefit in the event of chronic, critical, or terminal illness. These accelerated benefits are essentially a “quality of life benefit” reducing financial and emotional stress so the insured can focus on getting well.DeVito says “if you have a life insurance policy that does not include accelerated benefits then you don't really own life insurance you own death insurance. You need to review and update your life insurance.” DeVito and most RetireCo agencies provide complimentary policy evaluations for life insurance and annuity products.
DeVito lives in Waco, TX where he and wife Sue, are active in the community and their local church.The local RetireCo agency is currently taking on new family and business customers and would be happy to meet you at his Waco, TX office or at your home or office. RetireCo Enterprises, LLC is headquartered in Milwaukee, WI, with institutional grade support provided to each RetireCo Partner Agency through a network of regional offices. RetireCo agencies can be found nationwide.
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|person_outline||Full Name:||Tracy Lorenzo|
|phone||Phone Number:||888 471 3762|
|business_center||Company:||RetireCo Enterprises, LLC|
|mail_outline||Email: Send Email|