Bobby Filippelli

Partner

Chartered Life Underwriter

Financial Security Advisor

Group Insurance and Group Annuity Plans Advisor

About Bobby

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In 2024, Bobby was made partner, a testament to his dedication and expertise in the field.

As part of our team of expert advisers, Bobby is licensed to provide independent advice, help clients create viable financial plans, protect against unexpected events, and prepare for their financial future.

Experience

Qualifying Member of the Million Dollar Round Table (MDRT is a global, independent association of the world's leading life insurance and financial services professionals. An organization dedicated to encouraging ethical values, sharing ideas and concepts clients have found to be valuable and helping to improve business practices.)

Bobby has qualified as a Top of the Table (TOT) member.

Memberships

Member of the Conference for Advanced Life Underwriting (CALU).

Your wealth is in our best interest.

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