Mike Bessner, LUTCF
Financial Professional
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
*Investments offered through representatives of Lincoln Financial Securities Corporation, Member SIPC. Lincoln Financial Securities and Chisholm Trail Financial Group are not affiliated. LFS-1483203-042616
QUALIFICATIONS
• Licensed to sell Life & Health Insurance
• Registered Representative of Lincoln Financial Securities*3254
• Life Underwriter Training Council (LUTCF) Member
• 5 Time Leaders/Club Conference Qualifier
• Recipient of the Triple Crown Award
• Past Member of the Million Dollar Round Table
• 21 Years in the Financial Services Industry
PERSONAL
• Lifelong resident of Austin, Round Rock, Pflugerville
• Family: Wife of 40 years - Deanna; 7 children and 5 grandchildren
• Hobbies: Sports officiating, Golf, Family
ORGANIZATIONS
• Member of Pflugerville, Round Rock and Hutto Chambers of Commerce
• Past Chairman of Pflugerville Chamber of Commerce
• Member of Knights of Columbus – 35 years
• IBM Retiree
• President, Travis County ESD #2