The New England Agency |
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Barbara GrossFinancial Services Representative New England Agency - Burlington
Phone: (802)862-7824
BUSINESS PHILOSOPHY My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. My specialization is working with families with special needs children. Often different families have different needs, and my personal experience helps me to advise similar families. PRODUCTS AND SERVICES • Fixed Annuities • Variable Annuities • Charitable Giving Strategies* • Disability Income Insurance • Estate Conservation Strategies* • Education Funding Strategies* • IRA Consolidation/Rollovers • Long-Term Care Insurance • Mortgage Protection (through life insurance and disability income insurance) • Medicare Supplement Coverage • Pension Payout Alternatives • Pension Transfer/Rollovers • Mutual Funds • Tax Sheltered Annuities, 403(b) Plans • Term Insurance • Universal Life Insurance • Variable Universal Life Insurance • Whole Life Insurance QUALIFICATIONS • Licensed to sell Life & Health Insurance in VT & NY. • Registered to offer securities products in VT. • 3 year resident of South Burlington, VT; formerly 10 year resident of New Canaan, CT and 30 year resident of NYC • Family: husband Albert & son Jason • Hobbies: Tennis, hiking, cross country skiing, and snowshoeing EDUCATION • BS Boston University • MA New York University ORGANIZATIONS • Former Board Member of the Connecticut Association for Children and Adults with Learning Disabilities • Co-Chair, Jeff Stone Memorial Tennis Tournament, a joint benefit for the Stern Center for Language and Learning and the Jeff Stone Foundation, 2007 • Member of the 2004 New England Association of Schools and Colleges Re-accreditation Committee for Pine Ridge School • Member of Vermont National Country Club and Shenorock Shore Club, Rye, NY. *We will work with you and your tax and legal advisors to help you select the most appropriate product solutions to suit your specific needs and circumstances. Some health insurance offered by unaffiliated insurers through the Enterprise General Agency, Somerset, NJ 08873, a MetLife affiliate. ![]() About Us
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Metropolitan Life Insurance Company (MLIC). Securities products offered by MetLife Securities, Inc. (MSI) Member FINRA/SIPC. MLIC and MSI are affiliates, both of 200 Park Avenue, New York, NY 10166. Investment advisory services offered by Investment Adviser Representatives of MetLife Securities, Inc., a Registered Investment Adviser. Automobile and homeowners insurance issued by Metropolitan Property and Casualty Insurance Company and its affiliates, Warwick, RI (may not be available in all states). Met P&C and MSI are affiliates. Copyright 2009, Metropolitan Life Insurance Company. All Rights Reserved. Privacy Policy Legal Notices |
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