GARY CARLSON

On a personal note:

Home city: Duluth

Interests: Avid Golfer & Bowler

Other: Veteran of the first Gulf War

 

 

 

President : LSBA - Lake Superior Business Association
LSBA Member: Gary Carlson
Member Title: Life, Health Insurance/Financial Services
Office Phone: 218.625.2135
Cellular: 218.390.4229
FAX: 218.722.7756
Email: gcarlson@otismagie.com
 
  • Series 7 Licensed
  • 15 Years Experience
  • Specializing in Group & Individual Life and Health Insurance
  • Extensive knowledge on retirement plan rollover
Product/Service Description
  • Group Health Insurance
  • Individual Health Insurance                                        
  • Life Insurance: Term, Universal & Variable
  • Retirement Planning
  • Full Financial Analysis
  • Mutual Funds
  • Fee Based Managed Accounts & Annuities

"In my business I help people understand which individual or company benefit packages or products best suit their needs and future security desires."

QUOTES are FREE ~ PEACE of MIND is PRICELESS

 

Additional offering—above the competition
"Along with the impeccable credentials of Otis-Magie, I believe that my experience in the insurance field and my personal life experiences (being a Veteran) can provide people the explanation and patience they deserve when reviewing a life-plan for their family’s future. I stand above the competition when I can relate to apprehension and encourage diverse approaches to securing a sound future for someone’s family."
 
A good referral for me:
  • Newly switched job or career
  • Those in need of money after retirement
  • Newly married couples
  • Those without a 401 K wanting security
  • Business partners looking for buy/sell arrangements
  • New Parents
  • Small/large businesses providing group health insurance plans
  • Those wanting to pay selves in retirement

               

© LSBA - Lake Superior Business Association - 2007