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 2 emails and 1 mobile phone numbers on RocketReach.
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