Tom Mathas
Principal, Mathas Financial Group
- Role
- Licensed Agent at New York Life
- Location
- Norfolk, VA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Tom Mathas
I offer a variety of products that can help you meet a number of insurance and financial…
Experience
Licensed Agent
Oct 2000 — Present
Agent licensed to sell insurance through New York Life Insurance Company.
Education
University of Virginia
Bachelor of Arts (B.A.)
1983 — 1987
Skills
- Estate Planning
- Succession Planning
- 401k Rollovers
- Investments
- Gifting Strategies
- Multi-Generational Wealth Transfer
- Key Person Insurance
- Iras
- Term Life Insurance
- Protection Planning/Family Security
- Financial Services
- Permanent Life Insurance
- Licensed in Long-Term Care Insurance
- Building Relationships
- Insurance
- Asset Protection
- Mutual Funds
- Business Exit Strategy
- Buy-Sell Agreements
- Fixed Annuities
- Business Insurance Planning
- Retirement Planning
- Wealth Transfer Strategies
- Wealth Preservation Planning
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