Transamerica Agency Network-Patrick M. O'Connor

01/15/2024

Today, as we honor the work that Dr. King did towards achieving his dream of equality and unity, let's strive to practice what he preached everyday.

Today, we honor Dr. King's legacy by promoting kindness, equality, and unity in our communities, taking inspiration from his words: "Faith is taking the first step even when you don't see the whole staircase."

12/21/2023

My new website launched yesterday. Lots of valuable information is just a click away!

As a life insurance agent, I’m dedicated to helping people build a secure financial future — one that gives them the freedom to live life on their terms. Life insurance has evolved to fit the needs of today’s families, whether it’s helping them save for college, pay-down debt, protect their ...

06/12/2023

June is Annuity Awareness Month!

An annuity is a great tool that can help you protect a portion of your retirement assets and create a source of income that will continue for as long as you live!

Let's have a conversation and see if an annuity makes sense for you. Please reach out to me for more information!



Click on this link for a brief video to learn more:

01/31/2022

Do you own a small business? Without a proper succession plan in
place, your business could decrease in value, end up in the wrong
hands, or even fail. I have a life insurance strategy that may help with your business planning.

01/24/2022

Over our lifetime, we transition from being cared for, becoming caregivers
ourselves, to needing care once again. Follow the link to learn more about
the Alzheimer’s caregiving journey and what you can do to help prepare.
https://knowledge-place.wealthmeethealth.com/individual/be-smart/article/caregiver-journey-alzheimers/

01/12/2022

Business owners are more aware than ever of the importance of
protecting their businesses.

Message me to learn how life insurance
may help your business survive or transition if a key employee were to unexpectedly pass away.

09/21/2021

What tools do you have in your financial tool box and when was the last time you opened that tool box?

You probably have several tools to cover various "what if" scenarios in that tool box.

Today, a single financial tool can fix several issues that all of us face in life. A multi-purpose financial tool that offers the piece of mind that comes with knowing you and your family are well protected.

Contact me and let's open up that tool box, dust-off the tools and see if their may be a more cost-effective way to do the job.