Zachery Demers

Financial Services Representative

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

Phone: (603)778-4400 ext. 4442
Fax: (603)775-7208
Mobile Phone: 603-312-3592
E-mail: zdemers@metlife.com

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Zack attended the University of New Hampshire, where he earned a Bachelors Degree in Economics. While at the University, he was a member of the Alpha Gamma Rho Fraternity and Atkins Investment Club.

Prior to joining MetLife, Zack worked for John Hancock in Boston.

Zack lives in Newmarket, NH and his hobbies include snow shoeing, fishing, and biking.

My Mission Statement:
To be a lifetime resource for my clients and their families, who trust me completely 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 clients’ financial goals & dreams.  Honesty and the full disclosure of details related to your matters are guaranteed.
Products & Services Provided

Objectives:
• Analyze and manage risk
• Maximize benefit program
• Minimize taxes
• Enhance personal & business net worth

My Procedure:
• Collect and analyze all relevant data
• Assess present needs and future goals
• Design and propose strategies
• Suggest steps 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.

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

Benefit Plans
• Disability Income Insurance
• Split Dollar Bonus Plans
• Group Life Insurance, Disability Income Insurance, Medical* & Dental Plans

Investments
• Mutual Funds

Client Educational Benefits
• Investment Seminars
• Pre-Retirement Seminars
• Pension Payout Alternatives Seminars

Personal Insurance
• Life Insurance
• Mortgage Protection (through life insurance and disability income insurance)
• Long Term Care Insurance
• Disability Income Insurance
• Major Medical Insurance*
• Hospitalization Insurance*

Family and Business Estate Planning
• Estate Analysis
• Charitable Bequests
• College Funding

*Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency, Inc., 300 Davidson Avenue, Somerset NJ 08873.
 
Insurance and annuities offered by Metropolitan Life Insurance Company, 200 Park Avenue, New York, NY 10166.

Mutual funds and other securities offered by MetLife Securities , Inc.., 200 Park Avenue, New York, NY 10166
(Member FINRA/SIPC )