David Cohen

Financial Services Representative

New England Agency - Manchester
650 Elm Street, Suite 101
Manchester, NH 03101

Phone: (603)641-0484 ext. 127
Fax: (603)647-4912
E-mail: dcohen@metlife.com

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Objectives:
• Help analyzing and managing financial risks
• Maximize benefit program
• Help minimize taxes

My Procedure:
• Collect and analyze all relevant data
• Assess present needs and future goals through a Financial Needs Analysis
• Design and propose strategies
• Suggest appropriate products  for implementing desired changes
• Establish a strategy for regular evaluation

Earning your trust and confidence is my primary objective.  Please accept my invitation to work closely with you in developing a strategy for your financial future.

“The Future Is What You Make It”

My mission statement:
To be a lifetime resource for my clients and their families, who trust me to help them pave a road to financial success.

Code of ethics:
I am committed to delivering outstanding professional service to my clients and always acting with honesty and integrity.

As a financial professional, I have a responsibility to always act in the best interest of my clients. 

I am committed to:
• Complete confidentiality of information
• Continuously enhancing my knowledge and skills through professional training and ongoing education
• Presenting accurately and fully to my clients all information essential to making informed decisions
• Recommending only those products that are suitable to my clients needs
• Loyalty and integrity in all relationships

My main focus is to create a strategy that fulfills all my client's financial goals & dreams.  Honesty and the full disclosure of details related to your matters are guaranteed.

Licensed to sell Life, Accident/Health & Variable Insurance in New Hampshire & Massachusetts.  Registered to offer Securities Products in New Hampshire & Massachusetts.
 
Products & Services Provided

Retirement Funding Options
• Individual Retirement Accounts (IRAs) – Traditional/Roth
• IRA rollover
• 401(k)
• 401(k) rollover
• Deferred and immediate Annuities
• Fixed and Variable Interest Options

Benefit Plans
• Disability Income Insurance
• Split Dollar Bonus Plans
• Long-Term Care – Multi Life Discount Program

Investments
• Mutual Funds
• Annuities
• 529 Plans

Client Educational Benefits
• Investment Seminars
• Pre-Retirement Seminars

Personal Insurance
• Life Insurance
• Mortgage Protection (through life insurance and disability income insurance)
• Long-Term Care Insurance
• Disability Income Insurance

Family and Business Estate Conversation Strategies*
• Estate Analysis
• Charitable Giving
• College Funding Strategies

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