Carolyn Dunlavy

Carolyn Dunlavy

Financial Services Representative

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

Phone: (603)778-4400 ext. 4459
Fax: (603)775-7208
E-mail: cdunlavy@metlife.com

  • Registered Representative of MetLife Securities, Inc.

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:
 
Ø      Complete confidentiality of information
Ø      Continuously enhancing my knowledge and skills through professional training and ongoing education
Ø      Presenting accurately and fully to my clients all information essential to making informed decisions
Ø      Recommending only those products that are suitable to my clients needs
Ø      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.
  
Benefit Plans
Ø     Disability Income Insurance
Ø     Split Dollar Bonus Plans
Ø     Long-Term Care – Multi Life Discount Program
Ø     FIxed Annuities
 
Personal Insurance
Ø     Life Insurance
Ø     Mortgage Protection (through life insurance and disability income insurance)
Ø     Long-Term Care Insurance
Ø     Disability Income Insurance
 
Family and Business Estate Conversation Strategies*
Ø     Charitable Giving Strategies*
Ø     College Funding Strategies*
  
*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.