As an award-winning agent (CLU) with 25 years of experience, I offer personalized life insurance programs tailored for YOUR individual needs


Just a phone call away

     919.801.8180


     "Melanie is personal and informative! She helped me find a policy that fit my life and circumstances. She's awesome!"*

 

    For over 25 years, I have built my career on giving honest, realistic advice to my clients. My approach has always been to determine exactly what my clients need for their current goals in life. I aim to give you no less and surprisingly, no more than just what you need. You can trust me, and together, we can plan for a better future for you.

    I have dedicated my entire professional career to serving the needs of my customers. My hard work speaks for itself: 

- Chartered Life Underwriter (CLU)
- Ranked among the Top 10 agents in my office every year since 2010
- Member of the Million Dollar Round Table every year since 2011
- Member of Presidents and Executives Council every year since 2010
Member of annuity elite -- Top 50 of the company every year since 2012
- Top producer in both life insurance and annuity sales

 

Here are a few of the key services I offer:

   Long Term insurance

   Life insurance for individualsfamilies, and businesses

   Retirement planning

   401K Rollovers

   Life protection

   Children's College Education

   Business Key-Man and Buy-Sell funding

 

 

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

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  • Required Minimum Distribution Rules

    When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

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