Bob began his association with Small Business Insurance Agency at its inception, first as an insurance company representative and since 1992 as an SBIA broker. As one of the most experienced and credentialed brokers, Bob is often called on to help new brokers learn the business or assist the team with complex cases. One of his favorite questions for new brokers is “What do we sell?” While he has had some memorable replies over the years, Bob’s answer is “We sell promises. Promises are made to be kept.” This is his philosophy and the philosophy he seeks in companies he works with.
Bob believes proper planning coupled with insurance and financial services products help business, individuals and families deal with events in life including; building secure retirements, saving to help pay for college, insurance to cover the costs from hospitalization and lost income due to disability, insurance to ease the financial burden that accompanies families and business due to death and asset transfer strategies.
He has knowledge in employer sponsored benefits; life, health and disability insurance planning, individual and business retirement savings plans, college savings and estate planning. Clients and colleagues appreciate Bob’s ability to simply and address complex client concerns into easy to understand, communicate and implement components.
Designations and Degrees
- BS in Management from Bentley College
- Chartered Financial Consultant (ChFC) from American College
- Chartered Life Underwriter (CLU) also from American College
Registrations and Licenses
- Insurance Licenses in MA & NH
- Series 7 & 63 Securities Registrations