Michael Valentine

About Michael Valentine

Legacy Benefits Group, LLC - Benefits Made Easy.We are an independent employee benefits, and individual insurance planning firm. We different from most brokerage firms in a few ways. We are small enough to make an impactful, personal connection with both the employee and the employer. Serving all of NJ & PA, not only do we provide superior service to employers, but we never forget about the individual or employee, nor their family that will count on us most in a time of need. Be it personal benefits planning, or retirement planning, we are industry experts.Personal PlanningSpecifically, we do what a large broker won\'t, which is sit down with you and your employees and provide a detailed plan on how to maximize both your Social Security, 401k/403(b), and pension payouts in retirement. We highlight how to never outlast your income in retirement, and leave as large of an inheritance as possible to your loved ones. This is how we complete the financial planning circle for our clients. Employee BenefitsOffer your employees benefits they value. Get the best plans from the best insurance companies. Provide your employees with what is right for them. Whether it\'s enhancing your current benefit package, or protecting your own family, our focus is providing best in class insurance products! We strive to be leaders in both voluntary and group employee benefits.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency.

Experience

1. Agent

   New York Life

   Oct 2011 — Present

   I am an agent licensed to sell insurance through New York Life Insurance Company in PA and NJ. No insurance business may be conducted outside the states referenced. Neither Legacy Benefits Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Legacy Benefits Group is not owned or operated by New York Life Insurance Company or its affiliates.

Skills

• Investments
• Retirement Planning
• Account Management
• Sales
• Marketing
• Leadership
• Customer Service
• Team Building
• Insurance
• Strategic Planning