Maurice Chevalier, MBA

Financial Services Represenative
CA Insurance License # 0C52128

Thompson Financial Group
1607 Chip Shot Drive
Morehead City, NC 28557

Phone: (252)240-1985
Fax: (252)727-1920
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

BUSINESS PHILOSOPHY

To provide advanced business solutions to corporations and business owners in the area of ESOP Repurchase liability, buy-sell planning, key man insurance, executive benefit programs, succession and estate planning. 
 
PRODUCTS AND SERVICES
  • COLI Insurance
  • Fixed and Variable Annuities
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Lump Sum Pension Distribution
  • Pension Payout Alternatives
  • Mutual Funds
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Managed Accounts
  • Wealth Management Services
 
QUALIFICATIONS
  • Five Time Leaders Conference Qualifier
  • Million Dollar Round Table Qualifier
  • 22 Years in the Financial Services Industry
 
PERSONAL
  • Six year resident of Morehead City, NC
  • Married 39 years – two sons
  • Hobbies: Writing, traveling
 
ORGANIZATIONS
  • Member of National ESOP Association
  • Member of National Center for Employee Ownership
  • Treasurer of Eastern North Carolina Intruder Association

 

New England Financial is the registered mark for New England Life Insurance Company (NELCIO), Boston, MA 02116. Securities and investment advisory services offered through New England Securities (NES)(member FINRA/SIPC), a registered investment advisor. NELICO & NES are affiliates. (General Agency Name) is a general agency of NELICO.