Tracy Martin Pick, LUTCF®

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 client's established goals. My personal goal is to become a lifetime resource for each and every client.

INDIVIDUAL PRODUCTS AND SERVICES

* Fixed and Variable Annuities

* Disability Insurance

* Charitable & Estate Conversation Strategies

* Education Funding Strategies

* IRA Consolidation/Rollovers

* Mortgage protection (funded through life insurance and

   disability insurance)

* Lump Sum Pension Distribution Strategies

* Mutual Funds

* Asset Allocation Strategies

* Fee-based Managed Accounts

* Term, Whole, and Universal Life Insurance

* Auto Insurance

* Home Owner's Insurance

* Financial Planning

Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency, Inc. (EGA) Somerset, NJ 08873. EGA is a MetLife company.

EXECUTIVE PRODUCTS AND SERVICES

* Business Succession Planning       

* Retirement Funding Strategies

* Executive & Employee Benefit Plans           

* Tax Sheltered Annuities 

* Pension Payout Alternatives

* Pension Transfer/Rollovers

* 401(k) & 403(b) Plans                     

* Group Variable Universal Life Insurance

* Group Disability Insurance

QUALIFICATIONS

* Licensed to sell Life & Health Insurance in Florida

* Registered to offer Securities products in Florida

* 4 Time Leaders Conference Qualifier

* 5 Time Qualifier of Million Dollar Round Table

* 21 Years in the Financial Services industry

* Obtained LUTCF designation

* Registered Investment Advisor

* Special Needs Planner

* Financial Planner

PERSONAL

* Family includes spouse Maria and daughter Stephanie

* Over 35 year resident of Central Florida

* Hobbies are fishing, gardening, camping, skiing, family fun

* Graduate Florida Southern College 1989 B.S. Business

   Administration, minor: Economics

* Nova Southeastern University, study Masters of Business

   Administration, minor: Finance Thesis pending

ORGANIZATIONS

 * Member of Lake Weir Yacht Club

* Past Ocala President – National Associations of Insurance

   and Financial Advisors

* Member of Marion – Dunn no. 19

* Member of Blessed Trinity

* Member of the Chamber of Commerce

* Special Olympics Marion County Fundraising Committee

* Past President of the Ocala Shrine Club