Thank you for your interest.
The primary purpose of life insurance is to protect your dependents financially in the event of your death. Properly positioned, the benefit from a life insurance policy can provide a steady stream of income for your family. It can also provide liquid capital to pay estate taxes and other obligations.
After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.
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Paul D. J. Morgis, CFP ®, Ch FC, MBA, CERTIFIED FINANCIAL PLANNER ™ Professional |
1700 South Florida Ave. Floor 2
Lakeland,
FL
33803
|
Phone: 863-603-7081 | | Fax: 863-686-2769 |
www.pmiip.com | | pmorgis@pfginc.com |
Securities offered through Cetera Advisor Networks LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.
863-603-7081 Fax: 863-686-2769 Toll Free: 866-502-2800
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