John Gill - CLTC

Agency Sales Director
Investment Advisor Representative

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

Phone: (603)641-0484 ext. 119
Fax: (603)647-4912
E-mail: jgill4@metlife.com

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BUSINESS PHILOSOPHY
When it comes to working with my clients, I prefer not only to be an advisor, but an advocate in helping my clients meet all their financial goals. My belief is that a strong relationship with clients is the only thing that will make them a client for life, and me their advisor for life.  This is critical when it comes to trusting one another, meeting goals and helping to make lifelong dreams come true. Whether it’s the first step to starting an insurance portfolio for a young family or the final signature required as part of a complex estate plan, my process remains consistent and straight forward. Together we will develop an individualized approach that meets your needs today while preparing for tomorrow. By taking advantage of current tax minimization and wealth preservation strategies; college funding, retirement, and legacy/estate conservation may be easier than you think*. Although I’m a realist and required to judge many things as an advisor, I do look at life with a smile on my face every day and as if the glass was half-full!  I welcome the opportunity to work with you and your family; don’t hesitate to contact me.

 

 

QUALIFICATIONS
• Investment Advisor Representative, Registered Principal and Financial Services Representative.
• Licensed to sell Life, Health & Variable Insurance in New Hampshire, Maine, Massachusetts.
• Licensed to sell Life & Health Insurance in Missouri.

PERSONAL
A longtime resident of New Hampshire’s seacoast area, I currently reside in Durham with my wife Pamela, two rambunctious dogs Reily & Dewy, a son, Jack, who arrived in May 2007 and his soon to be little sister. When I’m not working on a home improvement project you’ll find Pam, the dogs, and myself either outdoors enjoying the local area or on the golf course.

SERVICES PROVIDED
• Fixed and Variable Annuities
• Mutual Funds
• Traditional and Roth IRAs
• IRA Consolidation/Rollovers
• SEP & SIMPLE IRAs
• Mortgage Services
• CDs

• 401(k) Plans and Rollovers
• 403(b) Plans and Rollovers, Tax Sheltered Annuities
• Lump Sum Pension Distribution
• Pension Maximization
• Pension Transfers/Rollovers

• Wealth Management
• Estate Conservation Strategies*
• Education Funding Strategies (including 529 plans)*

• Disability Income Insurance
• Long-Term Care Insurance

• Term, Universal, Variable, and Whole Life Insurance