Marvin S.
Private tutor in Cleveland, OH
Education
*Trained by Ameriprise (formerly IDS, division of American Express). *Continuing Education courses from insurance companies rated Superior / Excellent in the insurance industry. *General Insurance Agent - life, annuities, health, indemnity plans, long-term care and disability. *General Securities License (Series 7) 1992-2007. *Financial Planning, retirement planning, college funding. Business Continuation Plans.
Experience
Experiences *Understand global markets, economically, political and social. *Create Supplemental Lifetime Streams of Income. *Demonstrate how to reduce debt, increase savings and investments simultaneously. *Administrate estates. *Buy and sell securities (stocks, bonds, mutual funds, variable life and variable annuities). *Sell life and health insurance, including substandard markets (cancer, heart attack & stroke victims, known as indemnity plans). *Sell long-term care insurance policies. *Sell disability insurance. *Sell fixed annuities, whole life insurance, universal life insurance, term insurance, mortgage insurance and final expense policies. *Demonstrate strategies for a higher return on investments in the domestic and international markets. Past performance does not dictate future performance. *Design Executive Bonus Plans and Key Man Insurance Policies. *Set-up self-employed pensions and salary reduction simplified employee pension plans (SEP & SARSEP), 401k plans, 403(b) plans, 457 plans and 529 college savings plans.
Availability
Weekdays at any time, Weekends at any time
Can Meet
Up to 30 minutes away at my regular hourly rate, Up to 1 hour away for a flat fee
Hobbies
*Physical Fitness- play tennis, swim. jump-rope, basketball and walk. *Healthy eating habits, including counting carbohydrates. *Play chess.
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