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
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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
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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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