Michelle Morar

About Michelle Morar

About : I help Business Owners and Professionals develop their own personal retirement plan that will essentially eliminate their biggest partner, the IRS, and allow them to save money for retirement with no contribution limitations whatsoever, that is totally legal and under the radar of the IRS. WHO I WORK WITH: I partner with Small to Medium size business owners, Professionals, and Entrepreneurs including Attorneys, Dentists, Doctors, Tax Professionals, Realtors, and Mortgage Brokers to name just a few. WHY IT WORKS: When you partner with Innovative Insurance Solutions, you get the formula to deal with the biggest problem that affects most people\'s ability to save for retirement right now. WHAT MAKES ME DIFFERENT: I show people how to effectively eliminate debt and create wealth from unknown and unnecessary wealth transfers. I can show you how to eliminate debt and create wealth without changing your lifestyle. HOW IT WORKS: We start with a free evaluation of your current financial situation and match that to your retirement goals. This can be done in person or by phone. One of three things will happen at this first meeting. The First outcome is for different reasons you decide it isn\'t the right fit to work together. That\'s okay and we part as friends. The Second outcome is for different factors such as risk tolerances and investment philosophies, I decide it\'s not the right time to take you on as a client and I hope you appreciate that. Lastly, we both decide that it\'s a great fit and we move forward in a mutually beneficial business relationship. READY TO TALK? Reach out to me here on Linked In, email me at m•••••••@gmail.com, or you can call me directly on my phone 33••••••70. We can meet for coffee and get to know each other. I look forward to working with you!

Experience

1. Owner

   Innovative Retirement Solutions

   Dec 2001 — Present · Greensboro, NC, US

   Greensboro, North Carolina, United States

Education

• Isothermal Community College

  Business

  1995 — 1997

Skills

• Iras
• Workers Compensation
• Charities
• Life Insurance
• Finance
• Long Term Care Insurance
• Series 7
• Cold Calling
• Universal Life
• Medicare
• Investments
• Financial Advisory
• Wealth
• Leadership
• Long-Term Care
• Asset Management
• Health Insurance
• 401k
• Critical Illness
• Securities
• Estate Planning
• Underwriting
• Fixed Annuities
• Retirement
• Employee Benefits
• Wealth Management
• Disability Insurance
• Commercial Insurance
• Pensions
• Term Life Insurance
• Personal Finance
• Investment Strategies
• Asset Allocation
• Mutual Funds
• Business
• Insurance
• Medicare Part D
• Whole Life
• Mortgage Lending
• Relationship Management