My Services



 E. Mark Lewis -- As a Financial Services Professional*, my agenda is to capsulize ideas of the insurance and financial services industry. My goal is to develop winning strategies to help my family, my clients, and the company achieve.



I am committed to helping individuals, families, and businesses with life insurance and financial products and services that meet their needs. I'll keep up with current insurance and financial product trends and offer outstanding service. I show true concern for my clients and hope to earn their trust as I help them achieve their goals.




I am a father, coach and an agent; a loving parent, a volunteer soccer coach, and a communicator of personal and business strategies. I am passionate about my family, clients and my business. I am a graduate of St. Johns University - School of Risk Management with 28+ years of insurance industry experience (23 years with New York Life Insurance Company). My achievements include fostering high self-esteem in my children's endeavors and transitioning my business to the retirement planning and estate planning market.



I will work with you to:


  1. Review your individual situation and personal objectives. Every family's financial situation is unique. That's why it's so important to find out as much as I can about you and your financial goals. The more I know about you, the more precise recommendations I can make and the more I can help you. As a result, I may take some time to discuss your hopes, dreams and objectives — the things that really matter to you. 

     
  2. Analyze and review your needs. As needed, I will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned. 
  3. Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, I can recommend some insurance and financial products that can help you achieve your financial goals. 

     
  4. Coordinate your financial activities. If you would like, I can also coordinate your insurance and financial activities for you with the other members of your team of financial, tax and legal advisors.

     
  5. Monitor progress; provide ongoing service as your needs and situation change over time. Achieving your goals is not a one-shot deal. Strategies need to be adjusted periodically as your life changes. I will work with you over the years to help keep your program on track with your changing needs.  



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. 


 


* Registered Representative with NYLIFE Securities LLC (member FINRA/SIPC)

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