Andy Geftos

Andy Geftos

Career Representative

I have over 10 years in the financial services industry and am a member of the local AHEPA chapter in Louisville.

I have been happily married for 43 years to my beautiful wife Cheryl and I am a dad to 2 amazing children.

I strive to help my clients pursue their goals and I hold myself to a high standard. I understand that everyone is unique and, through a needs-based approach, I aspire to recommend a strategy to fit their specific goals and objectives. I want to help people create a sound financial future. 

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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