Profile
Monte S. Marti
ListedIndependent Insurance Agent for Life and Annuity Planning
About
About
Monte S. Marti is an independent insurance agent associated with WealthStone Financial, Inc. in Cedar Rapids, Iowa. The profile source identifies an active Florida insurance license and lists lines of authority in Life and Variable Annuity.
His listed insurance products include annuities and term life insurance, with related specialties in asset allocation analysis, diversification, risk management, and wealth management.
Monte S. Marti is an independent insurance agent associated with WealthStone Financial, Inc. in Cedar Rapids, Iowa. The profile source identifies an active Florida insurance license and lists lines of authority in Life and Variable Annuity.
His listed insurance products include annuities and term life insurance, with related specialties in asset allocation analysis, diversification, risk management, and wealth management. The source facts indicate he works with individuals and families, bringing insurance planning into a broader financial context.
Available quote methods in the supplied record are phone and email. The profile is based on a high-confidence runtime seed record tied to the Florida Department of Financial Services licensee bulk download source.
Licenses
Licenses
Products
Products
Specialties
Specialties
Client fit
Client fit
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Annuities | Standard | ||
| Term life insurance | Standard | ||
Service areas
Service areas
Cedar Rapids, IA
Active insurance agents in Cedar Rapids, IA
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