Alfreda Tucker

Alfreda Tucker

Career Representative

I’ve been in the financial services and insurance industry for over 20 years

For many years I have witnessed many struggle financially and physically due to unexpected occurrences in life. One way that I am able to help these individuals and their families is by providing a solution to help them secure their financial future. Financial wealth is the key that brings comfort and change for these individuals and their families.

During my career of over 20 years I have been able to provide financial security for many in my family and my friends. I am an evangelizer of over 20 years and I enjoy service to my community.

I am a six time conference qualifier, four time agent of the year, top of the pyramid qualifier and two time MDRT.

Needs Analysis

The amount needed to create an immediate expense fund and pay off any outstanding debt (auto loan, credit card, student loan, final expense costs, etc.)
The amount needed to pay off any outstanding balance on your mortgage or replace your rent for several years
The amount needed for you children’s college education
The amount needed to replace your income
Income for how many years?
This worksheet is a tool to assist you in estimating your basic life insurance needs. It is not intended to provide a thorough and comprehensive analysis of your life insurance needs or to recommend a specific amount of type of coverage. The actual amount of life insurance you need will depend on several factors that you need to consider carefully. Your insurance professional can assist you with analysis of your personal circumstances.

Personal Data
Address
Client's Date of Birth(Required)
Children's Date of Birth
Children's Date of Birth
Children's Date of Birth

What programs do you currently have in place?
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Life Insurance
Client
Individual: Type
Employer: Type
Individual: Type
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Spouse
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Type: Individual
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Type: Employer
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Individual: Type
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Health Insurance
Disability Income
Long Term Care
Medicare Supp.

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