Jerry Wade

Financial Services Representative
Financial Planner

371 Hoes Lane, Suite 204
Piscataway, NJ 08854

Phone: (732)394-4345
Fax: (732)981-1921
E-mail: jwade@metlife.com

Registered Representative of MetLife Securities, Inc.

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

PERSONAL PRODUCTS & SERVICES
•Financial Needs Analysis
•Fixed and Variable Annuities
•Charitable Giving Strategies
•Disability Income Insurance
•Estate Conservation Strategies
•Education Funding Strategies
•Health Insurance
•IRAs/ Roth IRAs/ IRA Consolidation/ IRA Rollovers
•Long-Term Care Insurance
•Mortgage Protection (through life insurance and disability income insurance)
•Lump Sum Pension Distribution
•Medicare Supplement Coverage
•Pension Payout Alternatives
•Pension Transfer/Rollovers
•Mutual Funds
•Term Life Insurance
•Universal Life Insurance
•Variable Universal Life Insurance
•Whole Life Insurance

QUALIFICATIONS
•Licensed to sell Life & Health Insurance in New Jersey, New York, Florida, Pennsylvania and South Carolina.
•State Securities Registered in New Jersey, New York, Florida, Pennsylvania and South Carolina.
•Registered Representative of MetLife Securities, Inc.

BUSINESS PRODUCTS & SERVICES
•Business Continuation Strategies
•Executive Benefits Plan
•Buy-Sell Agreement Funding
•Group Health Insurance
•Group Disability Income Insurance
•Group Long Term Care Insurance
•Key Person Insurance
•Business Overhead Protection
•Tax Sheltered Annuities, 403(b) Plans
•401(k) Plans
•Keogh Plans
•Simplified Employee Pensions (SEP)
•Cafeteria Plans – IRS Section 125
•Executive Bonus Plans
•Split Dollar Funding
•Deferred Compensation Plans

* I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. Securities and investment advisory services offered by MetLife Securities, Inc. (MSI) (member FINRA/SIPC), a registered investment advisor. Metropolitan Life Insurance Company(MLIC), New York, NY 10166. Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency Inc.(EGA), 300 Davidson Avenue Somerset, NJ 08873-4175. MLIC, MSI and the EGA are MetLife companies. L1209078567[exp1210][FL,NJ,NY,PA,SC]