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

  1. Licensed Agent

    New York Life

    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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Tom Mathas — Licensed Agent at New York Life in Norfolk, VA, US | Unifers