Lisa Barram Email & Phone Number

Pennsylvania, Virginia, Missouri, Kansas, New Jersey, Delaware & Florida

We have added a Division to Retirement Prosperity Group to help Business Owners accelerate their Retirement Benefits. We can help higher income earners with extreme tax relief. Many of our business owner clients can more than triple their annual pre-tax retirement plan savings when our Actuaries and TPAs put their plans together. Many clients are finding they can maximize what would have been 20 years of retirement savings into 10 years with our plans.

Blue Bell Pa, Ft. Washington Pa, Philadelphia Pa, Media Pa

Safe Money for all our clients. And most of our clients are enjoying 10-15 years more retirement income and a couple million dollars more without saving more than they were before. Helping Retirees and Pre-Retirees with tax advantaged and some cases tax free retirement options to get them to the Zero Percent Tax Bracket; Proper IRA strategies to help retirees ensure they don't take withdrawals that could cost them taxation on up to 85% of their Social Security. We also specialize in Long Term Care solutions that become a tax free death benefit for heirs if you never need it. For those who have LTC needs now we have alternative solutions.Specializing in: Wealth Preservation, Tax Free Retirement (Zero Percent Tax Bracket), 401k, IRA, Retirement Income, Safe Money Solutions & Social Security Maximization Specialties: Wealth Preservation, financial safety for clients, Tax Free Retirement, Increased Retirement Income, Safe Money solutions, Income for Life, exclusive software that helps us fund ways to get clients on average an additional 10-15 years of retirement income (usually a couple million dollars) without them having to save more than they did before we met and often tax free.

All States

Mentoring 100s of financial professionals, elder law attorneys and estate planning professionals on the option of helping a client convert a Life Insurance Policy into an FDIC insured irrevocable account to pay for any kind of Senior or Long Term Care, home care, hospice, memory care, assisted or skilled care, nursing home, etc. We can work with policies from $50,000 - $1,000,000 - All kinds: UL, WL, Group & Term policies accepted.

Lansdale, Pa

I work with and Mentor Financial Advisors, RIAs, Broker Dealers, Insurance Marketing Organizations & Elder Law Attorneys to help them in the areas of educating consumers on options, transparent approaches, customer acquisition, client retention, client education, direct marketing and whatever their specific needs are. As a Synergy Architect I also specialize in finding the right approach for them to take with clients, other product offers that could help clients, game changer relationships that expand their businesses to new levels while also working with them to maintain those relationships.

King Of Prussia, Pa

Crash Proofing retirement for retirees and pre-retirees using Crash Proof Investment Vehicles, safe money strategies, asset laddering, Radio marketing, TV marketing, Direct Mail, digital lead generation, educational workshops and fact-funding client meetings.I also train and educate other financial professionals around the country to be able to do this for their clients.

King Of Prussia, Pa

Working hard to bring Truth to the American Retiree through Radio and TV interviews, exposing crimes of the firms, organizations and people who fleece the every day consumer of their hard-earned nest egg.

Producers eSource is the Insurance Producer's one-stop shop for sales-oriented articles, webinars and information that’s sharply focused on providing you with strategies you can use to grow your practice rapidly and experience greater success. We work with active industry professionals to identify issues relevant to your business, and to deliver proven solutions you can implement immediately to see a positive difference in your bottom line.

Working with top Insurance Carriers (Prudential, AIG, Great American, Blue Cross Blue Shield, Symetra, American Equity) and Financial Services firms to help them tell their story to their target audience with transparency, effective communication and multi-media methods. .

Worked as the CEO's right hand woman to execute long-term and day-to-day strategies and running of the company. Including but not limited to program writing, marketing, training of the sales call center staff, strategic relationships with energy companies and marketing/sales proposals.

Management, Marketing, Public Relations, International Events, Fundraising & Grant Development13 years of experience in Marketing, Sales & Public Relations (as part of this 13 years of hands-on experience doing event production and marketing through events and publications) 8 years at an international Public Relations & Marketing organization as a Vice President for Public Relations and Marketing - in which I was also involved in the creation of marketing publications that contributed to the extensive growth in sales of 8 of our regional offices 4 years as the Regional Director for an organization that managed the establishment and running of Sales, Marketing, Events & Public Relations for over 80 organizations (In those 4 years I personally did annual sales production of over 3.5 million dollars in revenue generated for the organization) In my experience as the Regional Director that includes marketing management and consultation for 10 different organizations (10 organizations) which are now annualizing between 6.5 and 12.5 million dollars a year and when I started with them they were barely at 1-2 million a year.

Bachelors, Marketing, Public Relations

Education record

Activities and Societies: Community Tutoring Program