Travis MacDonald
Financial Advisor at Coastal Wealth, a MassMutual Firm
- Role
- Financial Advisor at Coastal Wealth
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Travis MacDonald
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.Living mutual has always been at the core of human existence, and it\'s guided MassMutual since its founding in 1851. MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. MassMutual has a long history of financial strength and strong performance, and although dividends are not guaranteed, the company has paid dividends to eligible participating policyholders consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
Experience
Financial Advisor
Dec 2017 — Present · Miami, TX, US
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
Education
The American College of Financial Services
RICP® (Retirement Income Certified Professional™) - in progress, Retirement Income Process, Strategies and Solutions
2015 — 2015
Iowa State University - Ivy College of Business
Bachelor of Business Administration, Transportation and Logistics
1987 — 1991
Academy of South Florida
Microsoft Certification - Configuring Active Directory, Information Technology
2011 — 2012
Skills
- Strategic Planning
- Medicare
- Insurance
- Needs Analysis
- Estate Planning
- Disability Insurance
- Inside Sales
- Account Management
- Sales Operations
- Universal Life
- Customer Service
- Long Term Care Insurance
- Medicare Supplements
- Sales Management
- Life Insurance
- Sales Process
- International Sales
- Training
- Retirement
- New Business Development
- Observant
- Marketing Strategy
- Direct Sales
- Indexed Annuities
- Retirement Planning
- Fixed Annuities
- Sales
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.