Donald J. Kuntzman

Credentials:
  • LUTCF®

Focus: Insurance Strategies, Investment Strategies, Business Owners

Languages: English

BUSINESS PHILOSOPHY

My goal is to provide families and business owners assistance in building their financial freedom.  I have the skills, knowledge, and experience required to help my clients establish and meet their goals.  My personal goal is to become a lifetime resource for each and every client. 

PRODUCTS AND SERVICES

  • 401K Rollovers
  • Pension Transfers/Rollovers
  • Pension Payout Alternatives
  • IRA Consolidation/Transfers
  • Roth IRA
  • Retirement Planning for Individuals
  • Life Insurance
  • Mortgage Protection

(through life insurance and disability income insurance)

  • Long-Term Care Insurance
  • Disability Income Insurance
  • Investment Strategies
  • Mutual Funds
  • Fixed Annuities
  • Variable Annuities
  • Education Funding Strategies
  • 401(k), Pensions & Profit Sharing Plans
  • Estate Conservation Strategies
  • Charitable Giving Strategies
  • Business Succession Strategies
  • Business Insurance
  • Executive Benefits
  • Key Employee Protection

BUSINESS SERVICES

  • Simple IRA Plans
  • Buy Sell Agreement Funding
  • Key Employee, Executive Bonus Insurance
  • Business Overhead Expense Insurance

QUALIFICATIONS

  • Transition Solutions Specialist
  • Deliver The Promise Specialist
  • 25 Years Financial Services Experience
  • MetLife Leaders Conference – Thirteen Times Qualified
  • Registered to offer securities products in Ohio and Florida
  • Licensed to sell Life and Health insurance in Ohio, Illinois, Texas and Virginia
  • Licensed to sell Life insurance in Florida and Pennsylvania
  • Licensed to sell Variable Annuities in Ohio, Illinois, Texas, and  Florida
  • Investment Advisor Representative of MetLife Securities, Inc.

PERSONAL

  • Resides near Alliance
  • Wife: Shirley
  • Daughters: Devon and Stephanie

ORGANIZATIONS

  • Member – The Chapel in Marlboro
  • Member – BPO Elks #467 Alliance

 

 

See Donald’s Licenses and Disclosures

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Contact Donald

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Uniontown Satellite Office - Forest Lake Drive

Satellite Office

3575 Forest Lake Dr Suite 180
Uniontown, OH 44685

L0316458761[exp0317][FL,IL,OH,TX,VA]