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BUD OTTO, CLU ChFC

Senior Risk Management

Serving all of Georgia

6065 Roswell Rd NE #1458, Sandy Springs GA 30328

 

I have been an Independent Insurance Broker since 1972.  My professional designations include CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant).  I specialize in the areas of Retirement Planning and LTC Insurance Planning.

My clientele include individuals, families and small businesses.  Helping clients plan for a successful retirement requires knowledge of the insurance marketplace as well as the latest laws and tax considerations governing Long Term Care, Medicare and Social Security.  My education and years of practice provide this expertise.

Helping protect your Assets, Income and Lifestyle is my motto.  In an ever changing tax, economic and technical environment, I use my Risk Management experience and expertise to help you accomplish these goals.  In implementing LTC Insurance, Life Insurance and Medicare Advantage/Supplement/Rx Plans, I will find the most competitive products with the strongest carriers.

 

List of Services

  • Long Term Care Insurance Planning
  • Medicare Advantage, Supplement and Prescription Drug Planning

 

Contact

Please contact us at:

6065 Roswell Rd NE #1458
Sandy Springs GA 30328
Email:   budotto@comcast.net
Contact Phone:   (404) 274-2860

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