Marc Stegman @stegman_marc
My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. mycoastalwealth.com/mstegman West Palm Beach, FL Joined July 2022-
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Get all the best from each carrier. Website: marcgstegman2.wixsite.com/elite-family-f… Email: [email protected]
Make sure you fully know what your plan can do before choosing one. Website: marcgstegman2.wixsite.com/elite-family-f… Email: [email protected]
Guaranteed income Strategy: Stay out of debt and supplement your income Contact us to learn more: marcgstegman2.wixsite.com/elite-family-f… Email: [email protected]
Live stress free and do not have to worry about running out of money. Contact me for more information. Website: marcgstegman2.wixsite.com/elite-family-f… 1m
Ready to grow your business without having to spend more. Let's set down and go over your best options. Contact me for more information: Email: [email protected]
By having voluntary benefits, your company spends less and offers more to your employees. Reach out to me to learn more: Email: [email protected]
The goal: to protect your savings from taxes, inflation, and market volatility. A potential solution: Rolling over some of your retirement assets into a fixed annuity. Let’s talk about how. bit.ly/40vCCzY
This Lunar New Year, give your child or grandchild a gift to help them work towards their future financial goals. Reach out to learn more.
Did you know women generally have less money in an emergency fund than men? Let's change that. I can help. blog.massmutual.com/planning/soaf-….
With the APY on your client’s savings account being nonguaranteed, let’s discuss how a fixed annuity can provide a guaranteed interest rate on their retirement savings.
2/3 of business owners say they will rely on the proceeds from the transition of their business to fund their retirement. Let's talk about your plans.
Make sure your financial goals are front of mind this year. Let’s talk!
Let’s review your asset allocation together to reduce taxes and time payments to work to your advantage. Comment below or reach out directly. compass.massmutual.com/api/public/ass….
MassMutual’s Single Payment Program may be an efficient way for your clients to pre-fund their life insurance policy premiums. Learn more: compass.massmutual.com/api/public/ass….
Are you a family-first business or a business-first family? Knowing what drives you can help inform your plans for the future. Take the business owners quiz to find out: massmutual.jebbit.com/kgq5ize3?draft….
Happy New Year! Best wishes for a prosperous year ahead.
Happy Hanukkah! May you enjoy all the warmth and joy this season brings.
Wishing you a peaceful and joyful Kwanzaa!
Merry Christmas! Best wishes for love, peace, and joy this season and always.
Reach out for your free review today: Website: marcgstegman2.wixsite.com/elite-family-f…
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