It is with great pleasure that the Italy-America Chamber of Commerce Texas welcomes new member, New York-based financial advisor Carlo Mantica.
Carlo and his team offer comprehensive employee benefits guidance around 3 areas:
– Traditional employee group insurance plans such as medical, dental, vision, life and long-term disability as well as additional voluntary and employee benefits such as voluntary term life, employee whole life, long term care insurance, 529 college savings plans.
– Employer sponsored retirement plans such as SIMPLE IRA, SEP IRA, 401K, 403B or defined benefit plans.
– Specialized solutions for key executives and business owners such as key person life insurance, executive bonus plans (see attached brochure), deferred compensation plans (see attached brochure), buy sell agreement funding and specialized estate planning for business owners and key executives.
He functions as both an insurance agent and a financial advisor, allowing him to provide comprehensive guidance to CEOs, Business Owners, HR teams and CFOs, as well as become a valuable benefits expert for employees. Carlo speaks English, French, Italian, Spanish, and Portuguese.
He works as a broker for major carriers like Aetna, Blue Cross Blue Shiled, United Healthcare, etc. And works as a financial advisor with several providers including ADP, Paychex, Trinet / Empower, Fidelity, Vanguard, Blackrock, Principal, American Funds, ADP retirement services, Voya, John Hancock, etc.
Contact Carlo via email at cmantica@ft.newyorklife.com.
For complete contact info, click here.
Welcome, new member Carlo!
Click here and here to download more info on Carlo’s services.
