Life Insurance
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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Optima Financial Services Investments | Insurance | Planning |
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401 McCullough Drive, Suite 210
Charlotte,
NC
28277
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| Phone: 980-218-0767 | • | Fax: 888-341-4483 |
| www.optima-financialservices.com | • | mshepherd@optima-financialservices.com |
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Marc Shepherd is licensed in NC, CT, FL, GA, MD, NJ, NY, SC and TN to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in NC, CT, GA, MD, NJ, SC, TN and VA and advisor registered in NC. This site is not a solicitation of interest in any of these products in any other state. IMPORTANT CONSUMER INFORMATION: Marc Shepherd may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Marc Shepherd that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator. Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., [and the companies available through the Preferred Product Network, Inc.] Securities and advisory products offered through Principal Securities, Inc., member SIPC. Principal National, Principal Life, the Preferred Product Network, and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392. Marc Shepherd, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Optima Financial Services is not an affiliate of any company of the Principal Financial Group®. Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number is 71161. |
