My Background

David Adelberg, Agent

 
David M. Adelberg started in the insurance business in May of 1975 as an insurance agent working with Sun Life of Canada where he stayed until sometime in 1986.  He acquired some of his professional designations over this period starting with Chartered Life Underwriter, also known as CLU® and Chartered Financial Consultant, also known as ChFC®..
 
David’s primary purpose in business is to help individuals and businesses to acquire the information needed to make good financial planning decisions.  David’s primary areas of professionalism pertain to such products as life insurance, disability income, long term care insurance and certain fixed annuity products.  
 
He is now helping individuals with learning enough knowledge to deal with the new QLAC vehicles (Qualified Longevity Annuity Contracts) which specifically help individuals postpone taking some of their “required minimum distribution” amounts to ages much later than age 70 ½.

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