Jeff McAteer

Jeff McAteer

Financial Services Representative


371 Hoes Lane, Suite 204
Piscataway, NJ 08854

Phone: (732)394-4332
Fax: (732)981-1921
E-mail: jmcateer@metlife.com


 

Business Philosophy
As a MetLife Financial Services Representative, it is my mission to help individuals, families and business owners with assistance in reaching their financial goals in areas such as wealth management, retirement planning, education funding strategies, risk management and estate conservation strategies. In a world crowded with new investments, changing tax laws, rapidly evolving insurance products and volatile economic cycles, more and more people are looking for the right financial partner to guide them. By consolidating all aspects of your financial life, my team and I are able to take a full-scope view of your situation which helps us provide you with the right strategies at the right time.

It is extremely important to me that you understand the value of preparing now for your financial future.  I offer educational services that can help you make informed decisions in choosing the appropriate products and services to fit your needs.  I can also provide you with a full assessment of your financial needs which includes a retirement needs analysis and investment portfolio analysis.

Businesses – I work with employers to review and develop employee benefits and implement programs that provide products and services that meet employer/employee needs.

Qualifications
• Leaders Conference Qualifier
• Service in the financial services industry since 1998
• Licensed to sell Life & Health Insurance in Florida, Maryland, New Jersey
• Registered to offer securities products in Florida, Maryland, New Jersey

Personal
• Served in  United States Marine Corps  1990-1994  

Products And Services
Personal Financial Needs
• Estate Conservation Strategies
• Education Funding Strategies
• Retirement Planning (including Traditional IRAs & Roth IRAs)
• Wealth Accumulation Strategies

Business Protection
• Business Succession Strategies
• Key Person Life Insurance
• Buy-Sell Agreement Funding

Employee Benefits
• Group Life Insurance
• Group Disability Insurance
• Group Health Insurance
• Employee Benefit, Profit Sharing and 401(k) Plans

Insurance & Annuities
• Whole Life Insurance
• Variable Life Insurance
• Disability Income Insurance
• Term Insurance
• Universal Life Insurance
• Fixed and Variable Annuities
• Long-Term Care Insurance

Investments
• Wealth Protection & Accumulation
• Money Market Funds
• Mutual Funds
• MetLife Bank

Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency, Inc. (EGA), 300 Davidson Avenue, Somerset, NJ 08873.  Metropolitan Life Insurance Company , New York, NY 10166 (MLIC).  Securities products offered by MetLife Securities, Inc.(MSI) (member FINRA/SIPC), New York, NY 10166.   The EGA, MLIC and MSI are MetLife companies.  Banking products and services, including deposit accounts, offered by MetLife Bank®, NA, Member FDIC, a MetLife affiliated company. L0409029022[exp0410][FL,MD,NJ]