David DeFay
My extensive background in the retirement insurance industry allows me to easily navigate the complex Medicare, Medicaid, and Social Security systems, and to help others understand the process and their choices. Through one-on-one personal support, I help my clients choose plans that best meet their needs, and see them through the application and approval process. Visit my Services page for specifics about what I do.
Licensed as an Independent Agent in the Carolinas, Georgia, and Tennessee, I primarily serve the greater Charlotte area. NPN 2180605.
CSAs are committed to ethical behavior and the knowledge required to benefit senior clients and their families. The CSA is trained on current senior issues such as Medicare, Medicaid, fitness, caregiving, grief and loss, Alzheimer’s and dementia, ethics, senior housing, chronic illness, and spirituality. As a member of the Society, I bring to my clients the best services and counsel that the retirement insurance industry has to offer. I do not charge a fee for my service; I am solely compensated by commissions, earned through enrollments or the sale of health, annuity, life, and other insurance products.
