Retirement & Long-Term Care Planning - Annuities - Life - LTC
30+ YEARS EXPERIENCE
SPECIALTIES
- Retirement Planning Solutions
- Developing Customized Strategies to Protect Income and Assets
- Long-Term Care Planning and Funding Strategies
- Lifetime Income Planning
- Annuities, Life Insurance, Medicare Supplements, Critical Care
- Build strategic partnerships with financial service professionals, accountants, attorneys and other professionals to help them craft appropriate plans to protect their clients and their client's families from the emotional, physical and financial consequences of an extended care event.
- Help my professional partners drive revenue, maximize client relationships and compliment their client's financial and risk management plan.
Also check out www.SafetyControlClarity.com
INDUSTRY MEMBERSHIPS/COMMUNITY SERVICE
Mark is a Licensed Platinum Agent; Member of the prestigious M.D.R.T. (Million Dollar Round Table); Member, National Ethics Association; Member, Association for Long Term Care; Officer & Board Member, Mid-East Agency on Aging; Co-Chair, Communications/Advocacy Committee and Steering Committee, Breakthrough Coalition; Volunteer, Alzheimer's Association
Keywords: insurance long-term care plan, financial planning, asset income protection, investment, annuity, insurance, protecting savings, investing, protect IRA 401K, retirement, funding, annuities, disability life insurance, medicare supplements, extended care event, lifetime income, critical care, LTC, LTCI, customized financial strategies, advisor, agent, consulting, consultant, financial protection, planning solutions strategy, revenue, maximize, advising, private pension, ethics, officer, board member, advocate, advocacy, social security, stock market, mutual fund, bond, interest, risk management, revenue, medicare, health, Alzheimer's, professional, CLU, ChFC, CLTC, CASL, safety, protection, clarity
Interview Q&A
How long have you been in business?
I have been serving clients since April of 1980.
What is your primary product or service?
I provide most senior services such as retirement planning; long-term care and funding strategies; and creating a lifetime "paycheck and playcheck" to ensure my clients do not out-live their savings.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I spent more than thirty years as a management consultant where I assessed needs, created appropriate strategies and helped deploy the solutions. I was passionate about helping people and building relationships. I lost my former wife to dementia. Moving into this field was a natural transition where I could continue the process of helping people. I now spend most of my time educating the public about the challenges of retirement planning, and helping craft appropriate plans..
How do you differentiate yourself from other businesses in your category and area?
I am adept at helping my clients identify their needs, then customizing the best strategies and solutions within their budget. I always make my client's best interests the number one priority. I ensure solutions are understandable, acceptable and appropriately priced based on the needs and wishes of those I serve.
Provide detailed directions to your location
Craig Road is approx 1/2 miles east of 270 on Olive Blvd (across from Trader Joe's & Dierberg's Heritage Center).
Turn south on Craig Road (Starbucks); go right at the fork; look for first bldg on left #680. Turn in 2nd entrance on lower lot.
Enter on 1st floor; Suite 104.
Which areas do you service?
Although my primary focus is the St. Louis region, I have clients in multiple regions of the country.
Who owns your company or runs daily operations?
Mark Michelson
What is the best compliment anyone can give you?
That I am the ultimate professional because I put my client's needs first and foremost.
What is your favorite quote or Bible verse?
Life is not fair. Everyone lives with challenges and misfortune. The difference between the winners and losers is how we deal with those challenges and misfortune. I help families craft plans so they can best deal with those inevitable challenges.
The Stevens on 2/12/2014 9:39:29 AM
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