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Mark MacDonald, President of Advanced Wealth Preservation, Interviewed About Social Security Claiming Options

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Advanced Wealth Preservation and its network of financial, legal, accounting, and business planning specialists serve successful individuals and business owners across the country. They specialize in helping individuals, families, and business owners with Retirement Income and Estate Planning, Long-Term Care, Long-Term Disability, Tax-free Savings, Free College Money, Risk Managed Investments, Employee Benefits, Business, and Personal Insurance and Business Succession Plans. Their network of financial, legal, accounting, and tax specialists develop custom strategies based on individual goals and needs.

The interview on the Business Innovators Radio Network can be heard here:
https://businessinnovatorsradio.com/interview-with-mark-macdonald-president-of-advanced-wealth-preservation-discussing-social-security-claiming-strategies/

During the interview, Mark discusses how Advanced Wealth Preservation takes a different approach than many financial planning and asset management organizations to maximize retirement planning options for their clients. Because Social Security is a necessary part of a comprehensive retirement income strategy, there are important considerations before choosing to claim early. Working with a financial professional is crucial in coordinating these types of benefits.

Mark explained that “We help successful people mitigate life’s major risks including market risk, savings withdrawal risk, inflation risk, health-care risk, loss of income risk, and probate risk. We often work side by side with a client’s CPA to achieve desired results. Most importantly, our wealth preservation strategies help people keep more of their hard-earned money for themselves and their families. Our custom-developed strategies are the foundation for people’s retirement income, health care, asset protection. college planning and legacy needs.”

 

About Mark MacDonald

Mark MacDonald is a leading Financial Educator and Retirement Advisor. He is passionate about helping individuals and business owners across the country develop personal Retirement Income, Healthcare, Tax-Reduction, and Legacy Estate Plans for themselves and their loved ones. Mark also educates people on planning and protecting their retirement years from the four significant wealth destroyers: Market Crashes, Inflation, Taxes, and Catastrophic Health.

Most important, Mark is an independent financial advisor that enables him to put his clients first in the planning process and offer a wide range of financial products and services from leading global and national financial service companies.

Mark is a licensed Investment Advisor Representative with Brookstone Capital Management (TD Ameritrade Account Custodian), Licensed Life and Health Insurance Producer, Certified National Social Security Advisor, and Certified College Planning Specialist. He is a former U.S. publishing executive at leading financial news companies, including US News and World Report, Individual Investor, and Ticker Magazine.

Mark helps married, single, divorced, and widowed individuals develop personal Retirement Plans that…

  • Maximize Social Security Income
    •Optimize Corporate, Federal and State Pensions
    •Create Guaranteed Lifetime Income
    •Protect and Grow Retirement Savings
    •Calculate and Optimize Required Minimum Distributions (RMD’s)
    •Reduce Taxes in Retirement
    •Implement Medicare, Medicare Supplement and Long-Term Care Retirement Health Coverage
    •Develop Gifting and Legacy Plans for Loved-Ones and Charities
    •Reduce College Costs

  Mark’s 6-Step ARPP- Advanced Retirement Planning Process helps Professionals, Business Owners, and Corporate, Federal, State, and Union Executives and Employees across the country with their Retirement Income, Healthcare, Tax Reduction, and Estate Planning needs.

Mark has been married to his wife Leigh for 38 years and are proud parents of two daughters and two grandchildren. Mark is a member of the BBB, National Ethics Association, International Association of Registered Financial Consultants, National Association of Insurance and Financial Advisors, Association of Financial Educators, National Social Security Association, and National Institute of Certified College Planners.

Get Answers to Social Security Questions…and/or…a Free 12-Page Custom Social Security Maximization Report:

Call Mark at 908-397-9902 | Email Mark at: [email protected]

Go to:  www.YourSocialSecurityAnswers.com

Go to: www.AdvancedWealthPreservationInc.com

Investment Advisory Services offered through Brookstone Capital Management. LLC (BCM), a registered investment advisor. Advanced Wealth Preservation and Brookstone Capital Management are independent of each other. Insurance products and services are no offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. The National Social Security Advisor certification is obtained by completing and passing a certification exam and requires biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com

Media Contact

Company Name: Marketing Huddle, LLC
Contact Person: Mike Saunders, MBA
Email: [email protected]
Phone: 720-232-3112
Country: United States
Website: https://www.AuthorityPositioningCoach.com

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Ben Trygstad, Business Insurance Advisor with Trailstone Insurance Group Interviewed on Influential Entrepreneurs Podcast

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Ben Trygstad, Business Insurance Advisor with Trailstone Insurance Group Interviewed on Influential Entrepreneurs Podcast

Published on January 18, 2022

Ben Trygstad discusses his approach to bringing his business customers options for their insurance. Insurance is an essential part of protecting their employees and livelihood.

Trailstone Insurance Group is an independent insurance agent that represents multiple insurance companies. They are not locked into just one insurance company, which allows them to find the best options for coverage and the best pricing available. There is no charge to use their service; the insurance carriers pay them.   

Listen to the interview on the Business Innovators Radio Network

https://businessinnovatorsradio.com/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group/

Trygstad commented, ” I want to take the heart of a teacher and will always guide you to make the best decisions to protect the business you have spent so many years building!”

Business owners strive to make decisions that are right for their business & employees. This includes decisions about business insurance. They know they need excellent coverage; they don’t, however, have time to become an expert in business insurance. That’s where Trailstone Insurance Group can help with a business owner’s insurance policy.

A Business Owners Policy (BOP) combines property, liability, and business interruption coverage for small to medium-sized businesses. This packaged coverage is generally less expensive than when purchasing coverage separately. With a BOP, they have the ability to customize the policy to meet their individual business needs.

Dave Ramsey has endorsed Trailstone Insurance Group. Trygstad commented, “It took us years to pass Dave’s vetting process. We had to prove to Dave’s team that we have the “Heart of a Teacher” in our selling approach with our clients. This means we put your needs first before ours or the insurance carriers. Insurance agencies cannot purchase Dave’s endorsement, and it must be earned. Also, if our customers are not happy with our service, we will lose “The Dave Ramsey Trusted” endorsement. To make sure we are continually improving, Dave’s team does monthly training with the leadership here at Trailstone Insurance and asks for feedback directly from our customers.”

About Ben Trygstad

Ben specializes in business insurance. Helping clients with their worker’s compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! He was lucky enough to grow up in the construction field, doing everything from daycare maintenance contracts to building a new visitor center for the Colorado Division of Wildlife. This helps me relate with his clients much more as he knows the issues business owners face every single day. Inside business insurance, he has worked with many non-profit insurance and portfolio management.

Learn More: https://trailstoneinsurancegroup.com/ben-trygstad

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California Attorney Cheryl Deptowicz-Diaz Reveals Her Philosophy and Core Values for Standing Up for the Underdog on Influencers Radio

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California Attorney Cheryl Deptowicz-Diaz Reveals Her Philosophy and Core Values for Standing Up for the Underdog on Influencers Radio

Published on January 18, 2022


Award-winning attorney Cheryl Deptowicz-Diaz was the featured guest on Influencers Radio with Jack Mize.

On a recent episode of Influencers Radio with Jack Mize, award-winning, Los Angeles-based attorney Cheryl Deptowicz-Diaz discussed the philosophy and core values behind her compassionate approach to representing the underdog in the areas of family law, immigration, and litigation defense.

Legal problems can be one of the toughest and most confusing times in a person’s life. Whether someone is in the position of defending themselves as the accused or standing up for themselves when they’ve been wronged, the experience can be overwhelming with possible life-changing outcomes.

Cheryl Deptowicz-Diaz is a zealous advocate for the underdog, dedicated to giving voice and the ability to fight hard but fair for what her clients deserve. She prioritizes communication, hard work, and respect for each client so that they always know their options, risks, and plans of action.

During the interview, Cheryl shared the four core values that she uses as the foundation for her law practice, saying, “I spent a lot of time really figuring out who I am as a person and therefore as an attorney, and I was told that I should have core values so that people can really know who I am and what I stand for. And I’m proud to say that I came up with four, and they’re on our website.  I believe in Equality, Partnership with Justice, Peace, and Self Criticism. And for me, these are not just passive items, but really active items, meaning that we have to participate in all of these things. So, in terms of Equality, I believe all people deserve to be recognized and treated as equal. But for us to achieve that equality, we have to see eye to eye fully, completely, and honestly.  And for us to see eye to eye, we have to look at each other. That means we have to spend time with each other. We have to occupy the same space and get that opportunity to hear from one another. In terms of Partnership with Justice, I really believe in my core in the concept that attorneys are officers of the court. And as such, we are partners in the pursuit of justice. Of our 55 founding fathers, 35 were lawyers. And so, as our society developed, the whole idea of lawyering is built-in, it’s in the very fiber of our social fabric. And yes, lawyers have a bad rap, but I personally believe that as partners of justice, we have that duty to lawyer in a noble profession. And because of that, we have the power to transform our society and move it towards true equality. Then I believe in Peace.  And for me, peace is not just something that is guaranteed, but peace is something that we have to fight for.  We have to create it. But peace is not just something that can exist in the theoretical realm, it has to exist in our hearts, in our pocketbooks, in our homes, in our communities. So we have to seek peace, but we also have to create peace and protect peace. And then finally, Self-Criticism.  How can we do all of these things if we are not constantly evaluating ourselves?  I’m a human being and I have my own story, and I have my own experience, but I constantly have to look in the mirror and ask myself to be brave, so that I can change to meet the call of the moment. Whether it’s fighting for my client’s team, or defending them against an attack from some outrageous claims. I can only do that if I’m at my best, but I’m only at my best if I’m constantly evaluating myself.”

As the daughter of Filipino immigrants and an immigrant herself, having arrived in Southern California at the age of eight, Cheryl understands what it means to be a stranger in a strange land. She is also married to a Mexican immigrant and mother to a Mexican-Filipino son. This unique perspective allows her to approach each case with an unmatched level of compassion and empathy for her clients, who are often new to the legal system or intimidated by the complexity and desperately need her help navigating their way through the process.

Listening to this episode, it’s easy to hear the passion Cheryl has for the law and to understand why she believes that lawyering is a noble profession as she continuously and consistently brings more dignity to the profession one case at a time.

To listen to the full episode, visit https://influencersradio.com/cheryl-deptowicz-diaz

To learn more about Cheryl Deptowicz-Diaz, visit https://DiazLawFirm.net

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Interview with Michael Wright, Insurance Agent with Trailstone Insurance Group About Bringing Customers the Best Options for Insurance

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Michael Wright discusses his approach to bringing his customers options for their insurance. Insurance is an essential part of protecting families; Asset and Liability Protection is the surest way to preserve wealth.

Trailstone Insurance Group is an independent insurance agent that represents multiple insurance companies. They are not locked into just one insurance company, which allows them to find the best options for coverage and the best pricing available. There is no charge to use their service; the insurance carriers pay them. 

Listen to the interview on the Business Innovators Radio Network

https://businessinnovatorsradio.com/interview-with-michael-wright-insurance-agent-with-trailstone-insurance-group/

Wright commented, “With a Bachelor’s degree from the University of Colorado Denver where I studied Risk Management and Insurance and an insurance claims handling background, I bring a unique perspective to my clients. I can guide them in making decisions to protect them from mistakes I have seen firsthand from past claims. Having this ability saves my clients money and worry, allowing me to be their Personal Trusted Advisor.”

Having access to over 25 insurance companies means when rates go up with one company, Trailstone has the ability to move their clients’ insurance to a better option…in fact, they have an entire department in their agency focused on just renewals and finding the best coverages!

Dave Ramsey has endorsed Trailstone Insurance Group. Wright commented, “It took us years to pass Dave’s vetting process. We had to prove to Dave’s team that we have the “Heart of a Teach” in our selling approach with our clients. This means we put your needs first before ours or the insurance carriers. Insurance agencies cannot purchase Dave’s endorsement, and it must be earned. Also, if our customers are not happy with our service, we will lose “The Dave Ramsey Trusted” endorsement. To make sure we are continually improving, Dave’s team does monthly training with the leadership here at Trailstone Insurance and asks for feedback directly from our customers.”

About Michael Wright

Michael likes to refer to himself as a Colorado Native, but technically he is not. He was born in the Midwest and relocated to the Denver Metro Area shortly thereafter, where he met his wife, Kelsey. Colorado has a lot to offer, and it was truly a blessing to grow up on the Front Range.

The move to Colorado led to many great life experiences. He obtained his Bachelor’s degree at the University of Colorado Denver, where he studied Risk Management and Insurance. The opportunity in the aging industry is what led him to the decision for his academic studies. From there, he found an opportunity for a Claims Handling position with a national insurance carrier here in Denver. From auto to property to business claims, he is versed in the intricacies of what can be seen as a complex process. He is passionate about helping my clients protect their assets through insurance and helping them navigate any hurdles that may arise.

Learn More: https://www.trailstoneinsurancegroup.com/michael-wright/

Cell: 720-441-0488  

 

Media Contact

Company Name: Marketing Huddle, LLC
Contact Person: Mike Saunders, MBA
Email: [email protected]
Phone: 1-888-467-6374
Country: United States
Website: https://www.AuthorityPositioningCoach.com

This post was originally published on this site

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