Summary

I have spent the past 30 years in the financial services industry and have been an agent and a Managing Principal in my own agency (for almost six years) with well over 100 agents headquartered in seven states. Presently, I am an independent agent appointed with a number of companies to provide wealth planning, legacy wealth transfer, mortgage insurance, and final expense insurance. Further, I am also securities licensed (FINRA Series 7, 66, and 31). Also, I was a federal neutral arbitrator for FINRA for several years (selected by my colleagues, who are securities brokers at other major securities firms, and vetted and appointed by FINRA).

I 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.

Products and Services
*Fixed and 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 and disability income insurance)
*Lump Sum Pension Distribution
*Medicare Supplement Coverage
*Pension Payout Alternatives
*Pension Transfer/Rollovers
*Mutual Funds
*Tax Sheltered Annuities, 430(b) Plans
*Term Insurance
*Universal Life Insurance
*Variable Universal Life Insurance
*Whole Life Insurance

Nicholas Jewczyn, Ph.D., M.B.A., C.B.I, R.F.C. is an Investment Advisor under the 1940 Securities Act and offers securities through RWI, a broker dealer (member FINRA/SIPC).