Find planning for retirement a little daunting — and perhaps frustrating? To help boil things down, we are bringing experts from all corners of the retirement and insurance spaces to give you high-level insights for your financial confidence and security. In this SafeMoney.com Spotlight Series interview, Kim O’Brien, Chief Executive Officer of the Federation of Americans for Consumer Choice (FACC), joins us to talk about retirement trends, annuities, life insurance, long-term care, and evolving regulations affecting insurance products.
This is a wide-ranging interview talking about all of the choices available to you, past and upcoming innovations in the annuity and insurance markets, how satisfied that annuity and insurance customers truly are with their policies, how you can build a truly well-diversified plan to handle today’s hard-to-predict risks, and much more!
The SafeMoney.com Spotlight Series highlights independent agents and financial advisors who are part of our tight-knit community of financial professionals across the country. They come from all walks of life, and each one brings rich life experiences, insights, and wisdom from their involvement in financial services and other professional pursuits.
We celebrate them as independent business owners, neighbors, friends, educators, and movers-and-shakers affecting positive change in their communities. Today, we are joined by John Chopak, a highly experienced, independent agent from Massachusetts. John is singularly unique as to the extent and breadth of his business experience before he jumped into financial services and opened an independent practice. He is very entrepreneurial, hands-on, and deeply involved with each client’s retirement planning. John handles all services for each client himself. Keeping things “human” in his practice is a strong focus for him.
He has an unyielding commitment to integrity and doing the right thing for all clients. We are proud to have him as part of our national network of financial professionals, which has been featured on major news outlets that reach 84+ million households across the U.S. In short, you can say that John brings a deep, practical insight and wisdom to every client he serves.
The SafeMoney.com Spotlight Series highlights financial professionals who are part of our tight-knit community of financial professionals across the country. Our community of financial professionals has appeared on major outlets including CNBC, U.S. News Money, Fox Business, CNN, and others reaching 84+ million households nationally.
We celebrate them as independent business owners, friends, neighbors, educators, advocates, and people who are doing good work in their corners of the world. What stands out about financial professionals on SafeMoney.com from countless others in the industry is their commitment to financial security, wellness, and peace of mind for people from all walks of life.
Today, we have the pleasure of sitting down with Jon Bellman, an experienced financial professional from Texas. Jon has been serving clients in the financial services industry for nearly three decades. He is the president and owner of Bellman Financial Services, an independent firm. As a financial professional, Jon is a strong believer in education and in clients understanding their options for well-informed choices.