Josh Meyer
🛡️ Helping you defend against Enemies of the Estate!! (IRMAA, Probate, and Unnecessary Taxes)
- Role
- Brand Ambassador at Heroic Public Benefit Corporation
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Josh Meyer
Many business owners delay legacy planning until they\'re \"more successful\", this unknowingly leaves their family in a vulnerable position.Sometimes as entrepreneurs our commitment and dedication towards are families can be the very thing that prevents us from taking a step back to reflect on what\'s truly most important in our lives. The most important thing you can do as a leader of your family is get acute clarity on what your vision of a True Legacy looks like. We can help you take that critical first step. Call us to Schedule Your Legacy Vision Call today(61••••••66 Your Legacy Awaits!
Experience
Brand Ambassador
Heroic Public Benefit Corporation
Jan 2023 — Present · US
Heroic builds a social training platform to help people become the best versions of themselves. The Heroic App is designed to effectively and measurably change people\'s lives. They aim to leverage the best of social technology and leave the worst behind. It\'s super power is taking ancient wisdom combined with modern day science and putting that knowledge into practice that when done consciously and consistently builds a super power a.k.a. Soul Force! Helping Others Move from Theory to Practice to Mastery. More learning in less time!
Education
The American College of Financial Services
Financial Services Certified Professional (FSCP), Financial Planning and Services
2016 — 2016
The Ohio State University Fisher College of Business
B.S.B.A., Finance
1998 — 2002
The American College of Financial Services
LUTCF, Advanced Training on Life, Health and Retirement planning.
2010 — 2012
Skills
- Underwriting
- Sales
- Retirement Planning
- Disability Insurance
- Small Business
- Employee Benefits
- Medicare
- Policy
- Critical Illness
- Long Term Care Insurance
- Critical Illness Insurance
- Accident Insurance
- Marketing
- Permanent Life Insurance
- Medicare Part D
- Health Insurance
- Whole Life
- Life Insurance
- Finance
- Estate Planning
- Long-Term Care
- Leadership
- Asset Protection
- Fixed Annuities
- Indexed Universal Life Insurance
- Universal Life
- Customer Service
- Business Insurance
- Insurance
- Social Security Maximization
- Life Insurance Planning
- Term Life Insurance
- Retirement
- Policy Reviews
- Management
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