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How We Help
Contact us today to find out about our new Living Benefit solutions.
We find creative solutions that save you money while providing more comprehensive coverage.
We are dedicated to providing insurance management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
§Pete Baker most recently served as Co-Manager for AIG Financial Networks Tampa Firm
§30 years of experience within AIG (3 as an Advisor and the balance in various management roles)
§Served 4 years on the board of directors for the North Suncoast Association of Insurance and Financial Advisors.
§Founding Member and Trustee of The Idlewild Foundation. Helped raise over $30,000,000 in assets.
§Leading manager in the Mature Market Program by repositioning over $5,000,000 in liquid assets in one year.
§Recognized as top Associate Director in the Southeastern Region 2013 and leading manager in the local firm 7 of the last 10 years with numerous conventions, trophies, and plaques to his credit.
§Pete's focus has always been on training Reps to maximize product benefits and opportunities for their clients, building successful sales campaigns, and providing technical expertise to his firm and co-workers.
Efrain graduated with a BA in Political Science from Florida International University, Followed by Graduate
Studies in Special Education at The University of Miami.
He spent 7 Successful years as Dade County School Special Education Teacher.
In 2000 Efrain moved to Atlanta to work as a Sales and Marketing Director. The business grew to a $5,000,000 a year in revenue within 3 years and flourished throughout the Southeastern States.
In 2010 Efrain became intrigued by the Financial Services and Insurance Industry because in times of crisis your financial planning and the proper protection is all you have to count on. He became Licensed in all Areas of insurance and Securities and went to work. His business and in Life experiences taught him that nothing lasts forever except planning, securing your assets, and your ability to make a living.
As an Advisor, Efrain sees it as his Fiduciary Duty to protect the people he serves and their most valuable assets.
Efrain is a consistent Top producer for the last 5 years. He meets every goal and threshold in order to
become a better advisor every day.
Efrain comment, "It is an Honor to be of service to my clients, at whatever level they
are in. It’s the goal that matters not the current circumstance. It will always improve if we stay the
Alice Beggs entered the life insurance business with AIG in April of 2012. We are thrilled to have Alice as a part of our agency family because Alice is a firm believer in what life insurance can do for a family when set up properly. If you are looking for someone who will place you and your family first, Alice Beggs is a wonderful person to work with.
Pastor Steve Sherwood joins the team with over 20 years experience specializing in personal life insurance. He also is the full-time pastor of Gardenville Baptist Church in Gibsonton, FL. Steve's devotion to his clients needs is unsurpassed.
Born and raised in Sarasota, he now calls Saint Petersburg home.
Specializing in the voluntary-benefit arena, he has represented AFLAC as an Independent Agent since 2002. More recently, Eric has become an Associate Partner with JPB & Associates to provide more services such as life insurance with living benefits (you don’t have to die to use it) and 401K rollovers.
Eric is President of the Tampa Bay Diversity Chamber of Commerce and a Planning Partner for G2H2 – Saint Petersburg
Karl began his career as a life insurance agent in 1982. Since then he has served his community from Miami to New Port Richey, Florida. Karl is not only a life insurance expert, he is also well respected in the Haitian community and among his peers in the industry. We are proud to have Karl as a part of team JPB in our Multi-Cultural marketplace.
Paula has worked for over 10 years helping Seniors and Retirees maximize their livable income, simplify their investments, and bypass probate. Her down to earth approach to finances endears her to all she works with.
Dutch is well connected in many community outreach programs throughout the Tampa Bay area. His interest in Medicare started when his parents became Medicare eligible. He is a knowledgeable Medicare expert promoting needs-based enrollment and appropriately matching clients with suitable plans. Dutch is originally from a southwestern Ohio community where people helped each other in order to strengthen their neighborhood. He currently resides in St. Pete with his wife and two children.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.