Sheryl Tully
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 help meet my clients’ established goals. My personal goal is to become a lifetime resource for each and every client.
Insurance Needs:
- Whole Life Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Long-Term Care Insurance
- Disability Income Insurance
- Term Insurance
- Mortgage Protection (through life insurance and disability income insurance)
Investment Strategies:
- Fixed Annuities
- Variable Annuities
- Retirement Strategies
- Charitable Giving Strategies
- Estate Conversion Strategies
- Education Funding Strategies
- IRA Consolidation/Rollovers
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Financial Planning
- Investment Planning
Qualifications:
- Certified Long-Term Care Designee
- Licensed to sell Life & Health Insurance in IL, WI, IN, & CA
- Registered to offer securities products in IL, WI, & CA
Organizations:
- Member of Million Dollar Round Table (MDRT)
- Member of Saint Viator Patron of the Arts
Personal:
- Graduate of San Diego State University; Bachelor Science in Journalism
- Married 25 years, 2 children
- Enjoys traveling and cooking