Michael Leonard
Financial Planner, Financial Services Representative
Domicile State: SC
BUSINESS PHILOSOPHY
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
PRODUCTS AND SERVICES
- Fixed and Variable Annuities
- Charitable Giving Strategies
- Disability Income Insurance
- Estate Conservation Strategies
- Education Funding Strategies
- Health Insurance
- IRA Consolidation/Rollovers
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Lump Sum Pension Distribution
- Medicare Supplement Coverage
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
- Managed Accounts
- Wealth Management Services
- Financial Planning
- Investment Planning
QUALIFICATIONS
- Licensed to sell Life & Health Insurance in SC, NC & GA.
- Registered to offer securities products in SC, NC & GA.
- 10 Time Leaders Conference Qualifier 2009-2018
- Member of Million Dollar Round Table