Kit-Yi Chu-L'Italien

Financial Planner
Investment Advisor Representative
Financial Services Representative

New England Agency
1 Hampton Road, Building B, Suite 307
Exeter, NH 03833

Phone: (603)778-4400 ext. 4447
Fax: (603)775-7208
E-mail: kchulitalien@metlife.com

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PRODUCTS AND SERVICES
Fixed Annuities
Variable Annuities
Term Insurance
Universal Life Insurance
Variable Universal Life Insurance
Whole Life Insurance
Individual Disability Income
Long-Term Care Insurance
Mutual Funds
Traditional and Roth IRA
IRA Consolidation/Rollovers
Pension Payout Alternatives
Pension Transfer/Rollovers
Education Savings Accounts
529 Plans
Tax Sheltered Annuities 403(b)
Plans Wealth Preservation Strategies*

BUSINESS PHILOSOPHY
 

As a MetLife Financial Planner, I can offer fee-based comprehensive financial planning.  It is my goal to assist you and your business in developing and achieving your financial objectives.   I will assist you in reaching your financial goals by providing you with a customized financial plan to suit your unique needs, both today and tomorrow. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

QUALIFICATIONS
Licensed to sell Life, Accident/Health & Variable Insurance in MA and NH.
Registered to offer securities products in MA and NH.  

PERSONAL
7 year resident of Andover and Methuen

HOBBIES
Swimming and Reading

*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.