Mike Bessner, LUTCF

BUSINESS PHILOSOPHY

As a Financial Services Representative, I create value for clients by providing them with the professional experience necessary to help them achieve their financial goals by offering ongoing service and advice as their needs change.  I focus on helping to develop financial solutions for individuals, families, and small business owners.  To help implement these solutions, I offer a variety of financial strategies, services and products.  Acting as an advocate for my clients, I commit to helping solve the complexities of my clients’ financial lives by demonstrating my dedication and professionalism above many others in this industry.

PRODUCTS AND SERVICES

•  Fixed and Variable Annuities

•  Charitable Giving Strategies

•  Disability Income Insurance

•  Estate Conservation Strategies

•  Education Funding Strategies

•  IRA Consolidation/Rollovers

•  Long-Term Care Insurance

•  Mortgage Protection (through life insurance and disability income insurance)

•  Lump Sum Pension Distribution

•  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

QUALIFICATIONS

•   Licensed to sell Life & Health Insurance

•   Registered Representative of Osaic Wealth, Inc

•   Life Underwriter Training Council Fellow (LUTCF)

•   5 Time Leaders/Club Conference Qualifier

•   Recipient of the Triple Crown Award

•   Past Member of the Million Dollar Round Table

•   28 Years in the Financial Services Industry

PERSONAL

•   Lifelong resident of Austin area

•   Family:  Wife of 48 years - Deanna; 7 children and 10 grandchildren

•   Hobbies: Sports officiating, Golf, Family

ORGANIZATIONS

•   Member of Round Rock and Georgetown Chambers of Commerce

•   Member of Knights of Columbus – 42 years

•   IBM Retiree

PAST

•   President, Travis County ESD #2

•   Past Chairman of Pflugerville Chamber of Commerce