Graciela (Grace) Cassab-Lopez

Financial Services Representative

New England Agency - Lowell
59 Composite Way, Lowell Connector Park
Lowell, MA 01851

Phone: (978)322-5600
Fax: (978)551-9960
E-mail: gcassablopez@metlife.com

---

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 Insurance – Multi Life Discount Program
Ø     Annuities
 
Personal Insurance
Ø     Life Insurance
Ø     Mortgage Protection (funded by 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     Education Funding Strategies