Josh Meyer Email & Phone Number
Founder
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Josh Meyer Location
- Columbus, OH, US
Josh Meyer Work
- 2023 -now Founder @ Peak Legacy Partners LLC
- 2023 -now Brand Ambassador @
- 2018 -now Founder, President @ Lifestyle Protection Advocates, Inc.
- 2016 -now Founder @ Southwest Florida Business Network
- 2008 -now Association Member Benefit Specialist and Insurance Agent @
- 2013 -2018 Field Sales Consultant @
- 2010 -2013 Producing Sales Manager @
Josh Meyer Education
- The American College of Financial Services
Financial Services Certified Professional (FSCP) (Financial Planning and Services)
2016-2016 - The American College of Financial Services
LUTCF (Advanced Training on Life, Health and Retirement planning.)
2010-2012 - The Ohio State University - The Max M. Fisher College of Business
B.S.B.A. (Finance)
1998-2002 - Rocky River High School
Josh Meyer Skills
- Financial Coaching
- Financial Planning
- Risk Assessment
- Risk Management
- Business Growth Strategies
- Family Planning
- Disability Insurance
- Life Insurance
- Fixed Annuities
- Retirement Planning
- Indexed Universal Life Insurance
- Insurance
- Retirement
- Employee Benefits
- Sales
- Small Business
- Finance
- Universal Life
- Whole Life
- Long Term Care Insurance
- Critical Illness
- Estate Planning
- Asset Protection
- Medicare
- Term Life Insurance
- Permanent Life Insurance
- Policy
- Marketing
- Life Insurance Planning
- Policy Reviews
- Business Insurance
- Critical Illness Insurance
- Key Person Insurance
- Social Security Optimization
- Business Succession Planning
- Executive Bonus Coverage
Josh Meyer Summary
- Josh Meyer, based in Columbus, OH, US, is currently a Founder at Peak Legacy Partners LLC. Josh Meyer brings experience from previous roles at Heroic Public Benefit Corporation, Lifestyle Protection Advocates, Inc., Southwest Florida Business Network and Mutual of Omaha. Josh Meyer holds a 2016 - 2016 Financial Services Certified Professional (FSCP) in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Financial Coaching, Financial Planning, Risk Assessment, Risk Management, Business Growth Strategies and more. Josh Meyer has 1 emails and 1 mobile phone numbers on RocketReach.
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