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March 26, 2013

Cape Ann Business Briefcase

Noble earns CASL designation

Lucas Noble, a financial services representative with Lucas Noble Financial, an office of MetLife, has earned the Chartered Advisor for Senior Living (CASL) professional designation from The American College in Bryn Mawr, Pa.

Noble met the experience and ethical requirements, and completed required coursework and examinations. CASL designees must meet ongoing continuing education requirements and agree to uphold The American College’s Code of Ethics.

As a CASL designee, Noble has learned the comprehensive skills needed to help address the unique financial needs of seniors and those preparing for retirement. He can provide knowledgeable advice on a broad range of financial topics including health insurance, long term care financing, pension planning, trusts, Medicare and Medicaid supplemental planning, estate planning, and more.

Noble is a graduate of Salem State College and is a certified financial planner. He is a member of NAIFA (National Association of Insurance and Financial Advisors) and MDRT (Million Dollar Round Table). Noble has worked in the financial services industry for six years.

McDermotts join RE/MAX

Bob and Sue McDermott have joined RE/MAX Advantage on the North Shore as the newest members of the sales team. Bob and Sue are full service real estate professionals working with buyers and sellers.

The McDermotts joined RE/MAX Advantage to share their passion for real estate. Bob and Sue believe that in today’s real estate market, there is simply no substitute for a good realtor.

Sue offers a caring and compassionate approach from her many years of helping others as a teacher and mentor for young adults.

Bob’s 28 years of experience in institutional equity sales allows for a sound financial structure for all your transactions.

“RE/MAX is the largest real estate company in the world, yet it allows us to be uniquely entrepreneurial, so we have all the resources and training of an international powerhouse, plus the freedom to provide our clients with innovative marketing and customer service programs tailored specifically to our North Shore market and our clients,” said Bob in a statement. “We develop innovative marketing and customer service programs. We make promises, and most importantly, we keep them! We are local experts, globally connected.”

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