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New England Life Insurance Company
501 Boylston Street
Boston, MA 02116
E-mail: AskUs@nefn.com
Internet: http://www.nefn.com
1998 by NELICO

New England Financial is the service mark for New England Life Insco;
Boston Massachusetts and related companies

  The New England Financial Group
The New England Financial Group is a part of New England Financial which offers a variety of insurance and financial products and services to individuals, executives, professionals, and business owners.

New England Financial is one of the best financial service enterprises in America with a prominent presence in both the insurance and investment areas. The New England Financial Group is repeatedly recognized nationally as one of the leading organizations in both New England Financial and the industry.

Our associates are carefully trained and have the back up and support, both locally and nationally, of specialists in each of our products and services.

We are committed to helping our clients meet their needs that will help secure their financial futures. We look forward to serving you.

CD199806579 11/30/2001


STEPHANIE MARGO DAVIS
Financial Representative

PHILOSOPHY
In all my professional relationships, I pledge myself to the following rule of ethical conduct:

I shall, in the light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.

*Adopted from the Chartered Life Underwriter's Pledge

QUALIFICATIONS

Licensed in Massachusetts:

  • Life Insurance
  • Health and Accident Insurance
  • NASD Series 6, 63, 65

Achievements and Affiliations:

  • Bentley Collage Alumni Association
  • Randolph Chamber of Commerce
  • The Greater Boston Amateur Golf Club

Areas of Concentration:

  • Life Insurance for Personal & Business Needs
  • Disability Income Insurance
  • Estate Planning & Conservation
  • Annuities & Retirement Planning*
  • College Education Funding with Insurance
  • Mutual Funds*

Personal:

  • B.S. Economics-Finance Bentley College
  • Resident of Randolph, Massachusetts

Our Portfolio of Products & Services Includes:

Insurance & Financial Products:

  • Life Insurance
  • Annuities*
  • Mutual Funds*
  • Disability Income Insurance
  • Brokerage Services
  • Investment Services*
  • Group Insurance
  • Long Term Care

Funding For:

  • Charitable Giving
  • College Expenses
  • Retirement Needs
  • Estate Conservation
  • Survivor Needs

Business Needs Funding:

  • Buy/Sell Agreements
  • Employee Benefit Plans
  • Executive Benefit Plans
  • Section 162/Executive Bonus Plans
  • Deferred Compensation Plans
  • Key Person Insurance
  • Split Dollar Arrangements
  • 401(k) Plans
  • Keogh Plans
  • SEPs/IRAs

*Securities products offered through New England Securities.


Stephanie Margo Davis
Registered Representative
New England Securities
Branch Office

The New England Financial Group
800 South Street
Suite 505
Waltham, MA 02453-1431
Phone: 781-642-0700
Fax: 781-642-6730

E-mail: Info@nefg.nefn.com
Website: http://www.nefn.com/nefg




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