As a fellow Doral Chamber of Commerce member, you understand the importance of trusted relationships and having the right resources available for your clients and your business.

Working with an Independent Retirement & Life Insurance Advisor can provide an important advantage: access to multiple carriers and strategies that can be evaluated based on each client’s individual needs, goals, and circumstances.

Rather than being limited to a single company’s products, an independent advisor can help clients explore solutions for:

✔ Retirement & Investment Planning
✔ Life Insurance
✔ Business Owner Planning
✔ Key Person Insurance & Buy-Sell Agreements
✔ Employee Benefits
✔ Health Insurance
✔ Property & Casualty Insurance
✔ Tax-Efficient Strategies
✔ Long-Term Financial Protection

ABMM Financial works with business owners to understand their financial goals and develop customized strategies around retirement, investment, estate planning, insurance, and risk protection. Their approach begins with understanding each business individually and reviewing strategies as goals and circumstances change.

Why Build This Relationship?

By having an independent financial resource available, you can:

✔ Expand the value you provide to clients and colleagues
✔ Connect clients with additional retirement and insurance resources
✔ Help business owners evaluate strategies designed around their specific goals
✔ Strengthen your professional network
✔ Provide another trusted resource when clients need financial guidance

If you would like to explore opportunities to collaborate or have clients who may benefit from a conversation, connect with ABMM Financial.

Joseph Arbolaez, CRES
(786) 251-2052
joe.arbolaez@abmmfinancial.com

Chris Bermejo, CRES
(305) 528-0499
chris.bermejo@abmmfinanical.com

For more information, visit  www.abmmfinancial.com

Build stronger relationships. Provide more resources. Help your clients plan with confidence.