02/26/2019
February 21, 2019
Dear Valued Friends,
On June 1, 1971 a 22-year-old young man, his new wife and $500 dollars to his name entered the Life Insurance business with Connecticut Mutual Life. His goal was to put his degree from Texas Tech University in Marketing and Finance to use helping people with their financial security.
Now after 48 years with many changes to the industry, several partnerships and business ventures, and just turning 70, I will be closing my office on Montgomery by March 30th. My plan is to move to my home office where I will continue to service your policies and financial plans. I am seeking new clients particularly for Long Term Care, policy reviews and those who may want to sell policies they no longer need. I will continue with my personal, business and estate planning efforts especially those 2nd and 3rd generation clients. I have tried to find a person who would take over my clientele but to no avail . If you would like to transfer your records to someone else I completely understand. Just let me know.
I am planning a short workweek of 2 to 3 days a week or on an as needed basis; the rest of the time will be spent playing golf, fishing, traveling and chasing four beautiful granddaughters around.
If we need to meet at my current office before March 30th please let me know. It has been my great pleasure working with each one of you over these many years. I will not miss the daily grind of maintaining 9 to 4 office hours 5 days a week. My cell phone number, 505-235-9016 will not change and my current office phone, 505-881-2242 and email address of [email protected], will stay active. My new mailing address will be:
Ingram Financial Resources, LLC
12231 Academy Rd. NE #301
PMB # 314
Albuquerque, NM 87111
This is not full retirement but semi-retirement as I still need something to occupy my mind. Please don’t hesitate to give me a call, text, email if you have questions about your financial security.
With warmest regards,
Phill Ingram