In this episode of Inspiring Business, Mark Bullock interviews Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC. Michael is a MassMutual Brokerage Director and Founder/President of Strategic Wealth Advisors Network and SWAN Life Brokerage.

Tune in as Michael talks about:

  • The relationship between wealth and planning
  • High net-worth individuals who lack financial plans
  • The impact of avoiding thinking about money, risk, market fluctuation, and taxes
  • Importance of tackling hard things first
  • Creating a financial plan and addressing the big picture
  • Methodology of creating a blueprint for someone’s financial life
  • Leveraging video marketing and building a content library

About Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC is the Founder and President of Strategic Wealth Advisors Network, LLC with offices on Long Island and Manhattan.

The core focus of Michael’s practice is holistic financial planning that includes estate planning, risk management, investment planning, retirement planning, and employee benefits. His firm offers many other specialized services that range from business succession stock option planning for business owners to the utilization of philanthropic planning to create more wealth and cash flow while minimizing taxes.

Michael’s real passion, however, is in training and educating his clients as well as other financial advisors. His greatest strength is in his ability to take complex concepts and boil them down into easily understandable actions so that people can create the best result for their financial plans.

Michael earned his Bachelor’s Degree in Business Administration from the State University of New York at New Paltz and maintains the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designation awarded by The American College for Financial Planning. He also is an Accredited Estate Planner (AEP®), which is a designation issued by the National Association of Estate Planners & Councils. In addition, he is a Registered Financial Consultant (RFC®), which is a professional designation awarded by the International Association of Registered Financial Consultants (IARFC) to financial consultants who meet high standards of education, experience, and ethics. He is active in the Life Underwriting Training Council (LUTC), The American Society of Financial Service Professionals, and the National Association of Insurance and Financial Advisors.

Michael has been a featured commentator on Fox News and Newsday. He has also written articles for many publications and news reports.

Learn More About Michael Fliegelman:
Follow Michael on LinkedIn: https://www.linkedin.com/in/michaelfliegelman
Website/Blog: https://swanwealth.com
MassMutual for Financial Professionals: https://massmutualbrokerage.com/michael-fliegelman
YouTube Channel: https://www.youtube.com/@strategicwealthadvisorsnet3361
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/swanwealth

Inspiring Business, hosted by Mark Bullock, highlights business thought leaders who make a difference in the world through their services, products, or ideas.

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https://videointerviewpodcasts.com
https://phoneblogger.net
Mark@PracticeMarketingInc.com