Jonathan Lapp

Jonathan Lapp - CLU®, ChFC®

Financial Services Representative

Gateway Capitol Financial-Rockville
An Office of Metlife
2403 Research Blvd.
Rockville, MD 20850

Phone: (443)957-6048
Fax: (443)957-6132
E-mail:


 

BUSINESS PHILOSOPHY
 
My goal is to provide families and business owners
with assistance in building their financial freedom. I specialize in assisting my clients with their personal insurance strategies and their retirement and savings strategies. 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
  •          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 MD, DC, VA, WV, PA, and FL
  •          Registered to offer securities products in MD, DC, VA, WV, PA, and FL
  •          In Service with MetLife since 1986
 
PERSONAL
 
  •          20 Year resident of Frederick County, MD
  •          Wife Carol, children Adam, Aron, Rachel and Kirby
  •          Hobbies: Camping, Fishing, Hunting
  •          Education: BA, History, Penn State; BA Foreign Service and International Politics, Penn State
 
ORGANIZATIONS
  •          Member of the Penn State Alumni Association