Patrick T. Davis, CSA ®
A financial protection advisor for 24 years, Patrick takes pride in helping retirees preserve their nest eggs. Patrick’s practice includes senior health planning, capital preservation, and retirement costs concerns. He regularly addresses audiences of retirees on new and upcoming developments in this field.
Patrick's carrier partnerships allow for concise underwriting, easy client education, and direct product comparisons. These carries include, Guarantee Trust Life, Assurity Life, Bankers Fidelity Life Insurance Co., Illinois Mutual Life Insurance Co., Bankers Life, and Kemper Senior Solutions.
He focuses on maintaining the highest level of customer service and attention to detail, and on seeking to deliver the most effective technology, reporting tools, and analysis to every person he serves.
He holds the Life and Health Insurance license and is a Certified Senior Advisor (CSA®). A Certified Senior Advisor (CSA®) is one of the leading designations for professionals who work with aging adults. By using their knowledge and expertise, they can identify the best solutions for seniors’ needs. Those who have the CSA® designation demonstrate comprehensive experience in a wide range of issues that plague seniors such as their health, social issues, financial concerns, and legal considerations. Learn more at www.csa.us
Patrick T. Davis, CSA ®
Insurance & IRA Security
National Producer Number: 7137980
Office Phone: (470) 713-1776
Mobile Phone: (404) 729-3438
Contact Me:
If you have questions about protecting and conserving that which you have worked for over the years, fill in the form below and I will reach out to you promptly to schedule conversation by phone, Zoom meeting, or in person. Thank you.
Partners
