Life Insurance Portfolio
Bob Pekarsky is a life insurance portfolio review specialist with OneTeam Financial, a member firm of M Financial Group, one of the nation’s premier financial services design and distribution companies serving the affluent and corporate markets.
Life insurance, although often one of the largest assets that individuals own, is often the most neglected—sometimes going even decades without a proper review. Bob’s experience includes analyzing existing insurance policies for weaknesses and identifying essential improvements. Through comprehensive estate planning, Bob focuses on reviewing each client’s needs and expectations, protecting their assets, and ensuring that their objectives are met now and in the future.
Bob graduated from St. Frances University in Pennsylvania with a Bachelor of Arts degree. He began his career in the financial services and insurance planning industry in 1974. Since then, Bob has established a thriving practice primarily through referrals from existing clients and other trusted advisors.
Among his many accomplishments, Bob is one of only a few lifetime qualifying members of the prestigious Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®. He is also the proud father of three children and grandfather to five grandkids. In his free time, he enjoys golf, baseball, basketball and soccer.
MDRT: Million Dollar Round Table and Top of the Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit the following web site address: https://link.edgepilot.com/s/8b0f7deb/svybP0XXnk2zqrC-xaRx9A?u=https://www.mdrt.org/membership/requirements/
CA Insurance License 0D23070
- Series 63 Registration
- Life and Health Insurance licenses
- Lifetime qualifying member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®