Mark Medeiros
President at Charter Financial Group, Inc.
- Role
- President at Charter Financial Group, Inc
- Location
- Warwick, RI, US
- LinkedIn followers
- 500 followers
About Mark Medeiros
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Experience
President
Dec 2017 — Present · GB
At Charter Financial Group, we specialize in the mature market. Our veteran leadership team and agents specialize in serving the \"Greatest Generation\". We currently have offices throughout Southern New England ready to serve the unique needs of those 55 and older. Our diverse and highly trained agents and managers have a true understanding and awareness of the things that matter most to this group.Concerns of many mature Americans can include:*Running out of money in retirement*Costs of nursing home or in-home care*Premature death*Hospital & doctor billsHere at Charter Financial Group we have one simple rule: clients first, always. It\'s our goal to provide solutions to our clients concerns using nothing but the best products from industry leading companies. Companies with great ratings, reputations, products.
Education
University of Rhode Island
Bachelor of Science (B.S.)
2010 — 2013
Skills
- Whole Life Insurance
- Long Term Care Insurance
- Microsoft Office
- Sales
- Financial Planners
- Disability Insurance
- Securities
- Insurance
- Fixed Annuities
- Interpersonal Skills
- Financial Planning
- Whole Life
- Marketing
- Retirement
- Strategic Financial Planning
- Health Insurance
- Leadership
- Retirement Planning
- Employee Benefits
- Life Insurance
- Finance
- Financial Services
- Mutual Funds
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