Mohammad Yusuf

Mohammad Yusuf

Financial Services Representative

New England Financial - Houston
3700 West Sam Houston Parkway South, Ste. 410
Houston, TX 77042

Phone: (713)963-4124
Fax: (713)963-1420
E-mail:


 

 

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

 

PRODUCTS AND SERVICES  

§         Fixed Annuities

§         Variable Annuities

§         Charitable Giving Strategies

§         Disability Income Insurance

§         Estate Conservation Strategies

§         Education Funding Strategies

§         IRA Consolidation/Rollovers

§         Long-Term Care Insurance

§         Mortgage Protection (through life insurance and disability income insurance)

§         Medicare Supplement Coverage

§         Pension Payout Alternatives

§         Pension Transfer/Rollovers

§         Mutual Funds

§         Tax Sheltered Annuities, 403(b) Plans

§         Term Insurance

§         Universal Life Insurance

§         Variable Universal Life Insurance

§         Whole Life Insurance

 

  QUALIFICATIONS 

§         Licensed to sell Life & Health Insurance in Texas

§         Registered to offer securities products in Texas

§         Securities Licenses – Series 6, 63

 

PERSONAL 

§         Former resident of St. Louis, MO

§         Resident of Houston for 3 years

§         Hobbies:  University of Houston Athletics, Traveling, Volunteering

 

ORGANIZATIONS 

§         Sigma Pi Fraternity Alumni (Alpha Rho Chapter)

§                                        Houston Hispanic Chamber Member

§         Big Brother Mentor Program