My name is Carl Davis and I am an independent Retirement Specialist. I’ve worked in securities since 2005. Over my 31 years of experience, I’ve found that it takes both securities and insurance to create sound financial plans. My objective is to help you achieve your goal of financial freedom. I can help you handle your Financial, Income and Insurance needs now and into Retirement as well as How to Save Money.
My experience comes from learning the insurance industry initially from the inside where I worked most recently as the Regional Vice President of National Annuity Carrier. I then took my skills and experience and applied them to the field where I have offered Annuities, Life Insurance and LTC insurance since 2005.
Working as an independent insurance agent, I have the freedom and diversity of choice. I am not a captive agent with any carrier, so I can offer insurance options for Annuities, Life Insurance and Long Term Care insurance to help meet your financial needs.
I help my clients find ways to meet their financial needs. I can also find them ways to retain their principal during market volatility.
Get a free financial quote now to see how I can help you with your financial needs or call me at 515-491-4576
My experience comes from learning the insurance industry initially from the inside where I worked most recently as the Regional Vice President of National Annuity Carrier. I then took my skills and experience and applied them to the field where I have offered Annuities, Life Insurance and LTC insurance since 2005.
Working as an independent insurance agent, I have the freedom and diversity of choice. I am not a captive agent with any carrier, so I can offer insurance options for Annuities, Life Insurance and Long Term Care insurance to help meet your financial needs.
I help my clients find ways to meet their financial needs. I can also find them ways to retain their principal during market volatility.
Get a free financial quote now to see how I can help you with your financial needs or call me at 515-491-4576