PROFESSIONAL EXPERTISE:

• Fully Licensed Independent Insurance Agent


• Final Expense Planning Specialist. (FEPS)


• Retirement Income Certified Professional®


• Series 6 & 63 Investment Securities Licensed


• Licensed with Commonwealth of Pennsylvania and New Jersey. Lines of Authority: Life and Fixed Annuities, Variable LifeNariable Annuity, Accident and Health, Personal Lines.


• Wealth Building Cornerstones -Retirement Planning


• Medicare Specialist


• Planned Giving Services


• Employee Benefits Counselor


• Recruiting & Training

Professional Biography:

With over 20 years of experience in the Financial Services Industry, Andy has extensive sales and marketing experience working with broker-dealers, insurance companies, and other financial institutions, focusing on helping clients attain their financial goals through a process driven approach of Protection, Savings and Growth, and is also certified in RICP.

Andy's professional designations and credentials include:

• Bryant & Stratton College — Life & Health Insurance License Instructor


• Part-time Planned Giving Officer — Grace Church Bethlehem


• Dave Ramsey — Financial Peace University Instructor


• Former Director of Professional Development - DeSales University


• Former Training Manager/Instructor - U.S. Air Force Reserves - 20 Year Air Force Veteran Retired


• Former Lehigh County Commissioner - Lehigh County PA.

Andy graduated from Eastern University, St. Davids PA with a Bachelor degree in Organizational Management —Business and Marketing Concentration.

Andy also is a graduate of Dale Carnegie Course in Sales / Marketing and Human Relations Skills.

Senior Benefits Services:
3213 Clear Stream Drive Whitehall, PA 18052
Cell: 610-360-4399
Fax:610-821-4803
For securities/investments inquires use:
andy_roman@packerlandbrokerage.com
For all other inquires use: andy@seniorbenefitsservices.com