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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.
Subject Expertise
Business, Business Enterprise, Finance, Life Insurance, Annuities, Health Insurance, Retirement Planning, Estate Planning, Organization