Joseph Kobart - SafeMoney.com

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Wisconsin

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American Senior Benefits Advisor
Address:
2620 Stewart Ave #14 Wausau WI 54403

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Professional Mission Statement:
To provide accurate, up-to-date information and help clients choose the right protection for their family and future, through a variety of Health, Life and Financial products that will best fit their needs. To make the most of their retirement, with Safe Money options, high ethical standards and client service.

Professional Background:
I specialize in all aspects of retirement planning from personal health to financial health focusing on 55 and over. I have received specialized training in;

  • Medicare Supplements and Advantage plans
  • Affordable Care Act
  • Long Term Care Partnership
  • Annuity Suitability
  • Whole Life, Universal Life, Term Life
  • Final Expense
  • Retirement, and Pre Retirement Planning
  • Estate Planning
  • Authorized to offer, AARP endorsed products
  • Medicare and Social Security


Personal Background:

I am originally from Wausau, WI. I am married with one son, three step sons and dogs. We all enjoy the outdoors together and spend most of our time with family. My wife, Pam, and I enjoy camping and boating in the summer.


American Senior Benefits / Clay Marketing Group market a complete portfolio of insurance products underwritten by Great American Life Insurance Company, ®Loyal American Life Insurance Company, ®United Teacher Associates Insurance Company, United Healthcare, Lincoln Financial, West Coast Life, Sentinel Security Life, Independent Order of

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Contact Info

Safe Money Broadcasting Home no glow img

1107 Key Plaza #450
Key West FL, 33040-4077
1.877.476.9723
(877.GROW.SAFE)

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