As always, we're leading this Simply Social Networking event with value. This month, we'll be showing you a way to find business on social media, guaranteed.
Drop in and join us for two hours of drinks, socializing, and a little education with so...
Were you in Key Club, Builders Club or Circle K? Did you enjoy volunteering but got busy and haven't been involved in a while? We'd love to meet you! Join us to learn more about how you can make a difference especially with kids in the Triangle! V...
Woomer Protective Agency in Historic Downtown Apex is hosting the Kiwanis Club of Apex night meeting at 5:30 p.m.. FREE FOOD AND DRINK!! This is in conjunction with the Anna's Pizzeria Kiwanis Day. Ten percent of Anna's Pizzeria proceeds on 9-15 g...
Open House Party!
Please join us in celebrating the opening of our newly renovated office and studio! We will have Wine & Beer, Hors d'oeuvres and a Great Time Networking! We look forward to seeing you soon! http://camelotdesigngroup.eventbrite.com
Will you commit to adding 1 positive item to the Network each month? (it can be a Question, an Answer, an INVITE or really anything positive)
Yes
About my Business:
I am an Agent with New York Life, the oldest and strongest insurance/financial services company in the country. I specialize in helping people reach their financial goals by showing them how to maximize savings and return and minimize taxes and risk.
About Me:
I am a financial services professional with New York Life with a focus on helping people get financial products and services with a company that has no chance of going anywhere anytime soon. I take pride in bringing people the safety and security that they are looking for in their financial planning. I am a North Carolina native, who has finally relocated back to the area after 5 years of globetrotting with the U.S. Air Force. I spent the last 3 years of my military service in Japan and married a beautiful Japanese girl who has given me two beautiful daughters (ages 3 and 1 1/2). I love spending time with my family first and foremost, being involved in my church, watching movies and reading adventure novels. I look forward to expanding my network and meeting people that I can have synergy with.
My Ideal Customer is:
Anyone and everyone needs to be thinking about the financial future and preparing NOW for it. My heart is with the young families like mine who need the protection and stability that NYL in known for. I am an educator on financial planning above all else and enjoy showing people how to protect their families and/or businesses through sound financial planning.
My Ideal Referral Partner is:
Decision makers who are influential with many people or anyone who sees the value in the education and services that I provide. I strive to always serve my clients to the best of my abilities and appreciate when they tell others that they know about the ways that I was able to help them.
Hi Josh,
I apologize for not getting back to you sooner. It has been a while since last time I logged into 919. Are you a financial adviser? I am asking because I am working with one already that belongs to my BNI network. If there is anything I can do to help your business please stay in touch. Take care.
Hi Josh. I have been in the insurance business for a year now but have only been with Western and Southern since June. No problem, feel free to pick my brain anytime that you would like to. Maybe we could get together for coffee sometime.
Amanda
At 4:59pm on September 12, 2009, Pat Howlett said…
Hey Josh, hope you can make it to the End of Summer "Social Hour" Trying to get a bunch of inSiders to meet each other offline. It's what I do :)
I remember you for the GKIC meeting. I don't do a whole lot of Estate Planning work. I do know an attorney that specializes in Estate Planning. He does a seminar every now and again.
Hi Josh,
Thanks for your message in great Japanese.
I also have にほんじんのおくさん and おんなのこども.
My wife is supporting Cary Japanese Kids Play Group as a leader.
Many children are playing together every Wednesday in Cary area.
if your family are interested, please let me know or check the Triangle T-Shot (Japanese Free paper in RTP area).
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I apologize for not getting back to you sooner. It has been a while since last time I logged into 919. Are you a financial adviser? I am asking because I am working with one already that belongs to my BNI network. If there is anything I can do to help your business please stay in touch. Take care.
Amanda
I did not know that you had a car wash....
I'll bring my wife's Honda over for a wash- will you be there?
I remember you for the GKIC meeting. I don't do a whole lot of Estate Planning work. I do know an attorney that specializes in Estate Planning. He does a seminar every now and again.
Thanks for your message in great Japanese.
I also have にほんじんのおくさん and おんなのこども.
My wife is supporting Cary Japanese Kids Play Group as a leader.
Many children are playing together every Wednesday in Cary area.
if your family are interested, please let me know or check the Triangle T-Shot (Japanese Free paper in RTP area).
Regards
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