Jeshua Morgan
Roth Conversion Advisor, Lifetime Income Advisor, Federal Benefits Specialist, Asset Protection/Tax free Income Specialist
- Role
- Fixing and Preserving your Nest-egg Tax-free Retirement Strategies, while Keeping IT Simple at Safe Money Store
- Location
- New Castle, IN, US
- LinkedIn followers
- 500 followers
About Jeshua Morgan
Uncommon goals require Uncommon…
Experience
Fixing and Preserving your Nest-egg Tax-free Retirement Strategies, while Keeping IT Simple
Oct 2007 — Present
Education
FRC (federal retirement desgination)
Finance and Financial Management Services
Ball State University
General Studies/Health Science, Health and Wellness, General
1996 — 1999
Anderson University/Ball State
General/Health Science/Nutrition, General/Health Science
Skills
- Insurance
- Retirement Planning
- Medicare
- Medicare Supplements
- Life
- Health Insurance
- Workshop Presenter
- Education
- Workshops
- Strategic Planning
- Retirement
- Marketing
- Life Insurance
- 401k
- Iras
- Small Business
- Financial Planners
- Estate Planning
- Term Life Insurance
- Disability Insurance
- Strategic Financial Planning
- Critical Illness
- Whole Life
- Wealth
- Long Term Care Insurance
- Financial Advisory
- Wealth Accumulation
- Financial Planning
- Leadership
- Marketing Strategy
- Social Media
- Customer Service
- Sales
- Management
- Public Speaking
- Public Relations
- Microsoft Office
- Social Media Marketing
- Team Building
- Finance
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