About Me

Lisa Fulco, LUTCF, CLTC

Financial Service Representative
Registered Investment Advisor Representative
Metlife Resources
6700 Alexander Bell Drive, Suite 115
Columbia, MD  21046
Cell- 443-858-2103
Voice Mail- 800-492-3553 x28569
Fax-  410-692-0591

Email:  lfulco@metlife.com  
Website:  www.lfulco.metlife.com

BUSINESS PHILOSOPHY

My goal is to provide non-profit organization employees and others with assistance in building their financial freedom. With over 14 years experience in the financial services industry, I have the skills, knowledge and expertise  required to help define and guide my clients toward reaching their goals.  Through education on what lies ahead and how best to prepare for the future, my clients can be assured that the things they plan to happen DO happen! My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

•  457 Government Deferred Compensation Plan
•  Fixed and Variable Annuities
•  Mutual Funds
•  Disability Income Insurance
•  Estate Conservation Strategies*
•  Retirement & Education Funding Strategies*
•  IRA Consolidation/Rollovers
•  Long-Term Care Insurance
•  Mortgage Protection (through life insurance and disability income insurance)
•  Lump Sum Pension and Sick Leave Distribution
•  Personalized “Financial Profiles” and Pension Analysis
•  Pension Transfer/Rollovers 
•  Tax Sheltered Annuities
•  Term Insurance
•  Universal Life Insurance
• Variable Universal Life Insurance
•  Whole Life Insurance

QUALIFICATIONS

•  Licensed to sell Life & Health Insurance in Maryland, Delaware and Pennsylvania.
•  Series 7 General Securities Licensed and Investment Advisor Representative (Series 65) Licensed representative of MetLife Securities, Inc.
•  Property and Casualty Licensed in Maryland
•  Specialize in personalized retirement planning and  Wealth Management
•  B.S. Degree in Economics from Towson University
•  Master's Degree in Human Resource Management from Towson Univ.    
•  Accredited with a Certificate in Long Term Care (CLTC), a designation sponsored by the Corporation for Long Term Care.                   
• Life Underwriting Training Council Fellow (LUTCF) Designee from the American College.

PERSONAL

•  I am a 34 year resident of Harford County
•  I’ve been married for 11 years to my husband, Tony, and have 2 wonderful boys, ages 3 & 6.
•  I enjoy camping, horseback riding and time spent with family.

ORGANIZATIONS

•  Member of NAIFA (National Assoc. of Insurance and Financial Advisors), Cecil/Harford County Chapter. 
•  Active Member of Towson University Alumni Association and committee member of Business Networking Committee.
 

Some health insurance offered by unaffiliated insurers through the Enterprise General Agency (EGA), Somerset, NJ 08873.  Property & Casualty insurance offered by MetLife Property & Casualty Insurance Company (MPCIC), Warwick, RI. EGA & MPCIC are MetLife companies.