Wesley Engbrecht
Debt Free Specialist
- Role
- Retirement Planning Specialist at Engbrecht Agency Llc
- Location
- Sioux Falls, SD, US
- LinkedIn followers
- 500 followers
About Wesley Engbrecht
You work hard to save for your retirement and need to make sure that your money grows while protecting against downside loss. When you leave an employer or retire, there are vast options available. Your options may include:1. Transfer some or all of your balance into a new employer sponsored plan 2. Transfer some or all of your account into an IRA (providing more personal control over your money) 3. Take a lump sum distribution (know the tax consequences and/or penalties this may involve) 4. Transfer some or all of your account into a Roth IRA using a strategy known as a Roth conversion, which may make mathematical sense and provide for future tax-free distributionsBefore you make your choice, seek the guidance of a professional to incorporate your financial needs and goals into a plan to create the retirement you evision. This is exactly what I do. Schedule a time to discuss today, no cost for initial consultation. Click the \"book appointment\" button above or copy and paste the following url into your browser. https://calendly.com/workwithwes/retirement_account_advisors
Experience
Retirement Planning Specialist
Jan 2020 — Present · US
Insurance is a tough business right? We\'re always prospecting and working to sell new clients. I show agents how to have 12-15 appointments each and every week and spend their time selling instead of prospecting. Sounds crazy right? The best part? These people ASK ME to contact them and want me to sit down with them to show them how to protect themselves and their assets! How would your insurance business change if you ONLY contacted people who know what you have and sell and WANT you to call them? We both know the answer. Message me and let\'s see if this would work for you too. Better yet, learn more and copy and paste https://engbrechtagencystaffing.com/ into your browser. Watch the videos and then if you need more of what we have (Hungry clients needing quotes) take the next step.
Education
University of Northwestern – St. Paul
Associate of Science - AS, Science
1987 — 1991
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