Frank DePeters

Financial Services Representative

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

Phone: (603)778-4400 ext. 4410
Fax: (603)775-7208

• Leaders Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.

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MY MISSION STATEMENT

To be a lifetime resource for my clients and their families, who trust me to help them pave the road to their financial success and security.

 

CODE OF ETHICS

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

 

OBJECTIVES

• Analyze and manage risk

• Maximize benefit program

• Reduce taxes*

• Protect and enhance net worth

 

MY PROCEDURE

• Collect and analyze all relevant data

• Assess present needs and future goals and prioritize

• Design and propose strategies

• Suggest steps for implementing desired changes

• Help you establish a strategy for regular evaluation

 

RETIREMENT STRATEGIES

• IRA Accounts – Traditional & Roth

• IRA Rollovers

• 401(k)s and 401(k) Rollovers

Fixed Annuities

• College Funding Products

 

PERSONAL INSURANCE

• Auto and Home Insurance**

• Life Insurance

• Mortgage Protection Insurance (funded through Life and Disability Income Insurance)

• Long Term Care Insurance

• Disability Income Insurance

• Medical Insurance***

 

FAMILY AND BUSINESS ESTATE PLANNING

• Estate Analysis

• College Funding

• Charitable Requests*

 

BUSINESS BENEFIT PLANS

• Retirement Plans

• Group Life Insurance

• Disability Income Insurance

• Medical & Dental Insurance

• Buy/Sell Funding Agreements Strategies

 

*MetLife does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.  **Auto and Home Insurance offered by Metropolitan Property and Casualty Ins. Co. and affiliates, Warwick, RI. ***Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency, Inc., Somerset, NJ 08873