62 Who Knew ?!? Ep. 029

03/03/21 • 58 min

Tonight we welcome 2 guests, Mr. Matthew Jackson, and Ms. Sivea Key.

Matthew Jackson is the #1 International Best-Selling author of “The Retirement Dreammaker-Master the Art of Retirement Abundance”. He has been a contributing author to Forbes, Fortune, Money, USA News & World Report, Annuity 123, Credit.com, and many other financial publications and websites.

Sivea Key, the Senior Insurance Planner at Solid Wealth Advisors, is an independent, trained field underwriter specializing in long-term care and Medicare supplemental insurance with licenses for life and health in seven states. Every year she receives extensive training to keep current with changes in products and regulations in the health care industry.

Matthew’s book is a MUST READ for all you approaching, and already in the retirement segment of our lives.

Once again, 62 Who Knew at its Best!!!

Michael L. Banner

President

Professional Mortgage Alliance, LLC.

28870 US Hwy 19 N. Suite 349

Clearwater, FL 33761

Office 727-431-0341

Cell 727-224-3859

Email: [email protected]

Solid Wealth Advisors, LLC

375 E. Horsetooth Rd #2-101 | Fort Collins, Co 80525

Phone 970-229-1616

[email protected] | http://www.solidwealthadvisors.com

Hosted on Acast. See acast.com/privacy for more information.

62 Who Knew ?!? Ep. 029

Tonight we welcome 2 guests, Mr. Matthew Jackson, and Ms. Sivea Key.

Matthew’s book is a MUST READ for all you approaching, and already in the retirement segment of our lives.

Once again, 62 Who Knew at its Best!!!

Michael L. Banner

President

Professional Mortgage Alliance, LLC.

28870 US Hwy 19 N. Suite 349

Clearwater, FL 33761

Office 727-431-0341

Cell 727-224-3859

Email: [email protected]

Solid Wealth Advisors, LLC

375 E. Horsetooth Rd #2-101 | Fort Collins, Co 80525

Phone 970-229-1616

[email protected] | http://www.solidwealthadvisors.com

Hosted on Acast. See acast.com/privacy for more information.

Previous Episode

62 Who Knew ?!? Ep. 028

Once again we delve into the long-term care universe with tonight's guest is Mr. Frank Morgan.

Mr. Morgan specializes in developing relationships with financial planners, elder law attorneys ad other professionals that allow his many clients to be prepared for all contingencies they will need as they enter the retirement segment of their lives.

With a very straightforward approach to long-term planning, Frank's goal is to help people understand practical and affordable solutions for their long-term care needs before they reach a point where they become uninsurable. He consistently strives to design a realistic level of coverage without overspending.

Again, this is 62whoknew at its best!!!

Michael L. Banner

President

Professional Mortgage Alliance, LLC.

28870 US Hwy 19 N. Suite 349

Clearwater, FL 33761

Office 727-431-0341

Cell 727-224-3859

Email: [email protected]

Mr. Frank Morgan.

8 Caton Road Foxboro, MA 02035

Email: [email protected] Office: 508. 698.9040

Cell: 508.740.0645

www.morganinsurancenow.com

Hosted on Acast. See acast.com/privacy for more information.

Next Episode

62 Who Knew ?!? Ep. 031

Synopsis of tonight’s show:

Tonight our guest is Mr. Abe Gruenwald, CLU, CLTC is President of 65 Plus, the Health Care Safety Net, a firm specializing in servicing the life, health, and medical insurance needs of the baby-boomer and senior population. He concentrates on the Elder Care Market, works with attorneys, accountants, Financial Planners, and other Insurance professionals in providing solutions to their clients’ various insurance needs.

So many people in their 60’s feel it is too late to include life insurance as part of their retirement plan.

Abe is going to show us that, in many cases, that is a wrong assumption.

Join us tonight to learn more about this incredibly timely and relevant topic!

It’s not too late!!!!

Michael L. Banner

President

Professional Mortgage Alliance, LLC.

28870 US Hwy 19 N. Suite 349

Clearwater, FL 33761

Office 727-431-0341

Cell 727-224-3859

Email: [email protected]