Glen Witchey – Advocate Financial Life & Health Brokerage

Medicare, Life & Health Brokerage at Advocate Financial

Fort Wayne, Indiana

Quick Answer

Glen Witchey – Advocate Financial Life & Health Brokerage, Medicare, Life & Health Brokerage, is a licensed independent financial professional at Advocate Financial in Fort Wayne, Indiana with 40+ years of experience. Specializing in Medicare Planning, Life Insurance, Fixed Annuities. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Glen Witchey – Advocate Financial Life & Health Brokerage in Fort Wayne, Indiana

Phone: 800-943-2386 | 260-241-4069

Email: [email protected]

Website: https://www.myadvocatefinancial.com/

Areas of Expertise in Fort Wayne, Indiana

Medicare PlanningLife InsuranceFixed AnnuitiesIndexed AnnuitiesSocial Security Planning

About Glen Witchey – Advocate Financial Life & Health Brokerage — Fort Wayne, Indiana

Licensed Independent Financial Professional · 40+ Years Experience · SafeMoney Certified™

Glen Witchey, CSA, RSSALife and Annuity Auxiliary Manager with Advocate Financial Life & Health Brokerage In 1991 Glen worked with Subway in their franchise system, helping business owners in the areas of organizing store construction, food ordering, opening start-ups and ongoing operational training. He continued in this field for 28 years with Indiana and Ohio being his primary territory. Glen transitioned into the Insurance industry in 2015 and became part of the Advocate Financial leadership in 2021 as a sales manager. Glen also maintains a book of business with a focus on helping clients in selecting a Medicare health plan that best meets their needs as well as individual health policies, funeral trust plans, life insurance and annuities. He takes pride in establishing long-term relationships with his clients and looks forward to helping many more individuals in the years to come. Outside of work, Glen loves to play pickleball, spending time with his 4 children and pla...

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Frequently Asked Questions About Glen Witchey – Advocate Financial Life & Health Brokerage & Financial Advisors in Fort Wayne, Indiana

What services does Glen Witchey – Advocate Financial Life & Health Brokerage offer?

Glen Witchey – Advocate Financial Life & Health Brokerage at Advocate Financial offers Medicare Planning, Life Insurance, Fixed Annuities in Fort Wayne, Indiana. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Glen Witchey – Advocate Financial Life & Health Brokerage SafeMoney Certified?

Yes, Glen Witchey – Advocate Financial Life & Health Brokerage is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.