Mark Shepler, Lutcf
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Mark Shepler, Lutcf Email & Phone Number

Retirement Plan Specialist | Independent Insurance and Annuity Broker | Registered Representative at MSE Financial & Retirement Solutions
Location: Jupiter, Florida, United States 2 work roles
1 work email found @leadersgroup.net LinkedIn matched
✓ Verified August 2026 3 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email m****@leadersgroup.net
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
MSE Financial & Retirement Solutions
Role
Retirement Plan Specialist | Independent Insurance and Annuity Broker | Registered Representative
Location
Jupiter, Florida, United States

Who is Mark Shepler, Lutcf? Overview

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Quick answer

Mark Shepler, Lutcf is listed as Retirement Plan Specialist | Independent Insurance and Annuity Broker | Registered Representative at MSE Financial & Retirement Solutions, based in Jupiter, Florida, United States. AeroLeads shows a work email signal at leadersgroup.net and a matched LinkedIn profile for Mark Shepler, Lutcf.

Mark Shepler, Lutcf previously worked as Retirement Plan Specialist | Independent Insurance & Annuity Broker | Registered Representative at Mse Financial & Retirement Solutions.

Company email context

Email format at MSE Financial & Retirement Solutions

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*@leadersgroup.net
68% confidence

AeroLeads found 1 current-domain work email signal for Mark Shepler, Lutcf. Compare company email patterns before reaching out.

Profile bio

About Mark Shepler, Lutcf

⭐ 9800+ LinkedIn Contacts. ⭐ Friend of Bill's since 1985.⭐ ⭐ Thirty plus year Insurance and Financial Services Professional in South Florida specializing in Retirement, Disability Income and Life Insurance planning for the Self-Employed, small business owners and other successful individuals.⭐ From 1998-2011 I supervised and delivered the exclusive statewide benefits program to the Sales Associates of Florida's largest Real Estate broker, personally covering 55 offices from Pt. St. Lucie through Broward Counties. I daily worked extensively with hundreds of Realtors® regarding their personal financial, insurance and retirement planning goals and needs.Emphasis on Guaranteed Income Strategies in three broad areas:⭐ Income Tax-Fee Guaranteed Monthly Income if you cannot work due to sickness or injury up to age 65. 1 in 4 people will be unable to work in their occupation due to sickness or injury at least 90 days prior to age 65 with an AVERAGE duration of 2.5 YEARS (U.S. Social Security Administration, Fact Sheet, April 2, 2014).⭐ Guaranteed Income to you and spouse in retirement that won't go away or down for the rest of your lives regardless of economic or market conditions. Guaranteed Income to adult children and heirs, grandchildren, Special Needs adult children or others that won't go down for the rest of their lives. ⭐ Guaranteed Income to your family and loved ones if you die too soon. Guaranteed life insurance benefits to satisfy debt or business obligations, SBA and Commercial loans, transfer business ownership, etc. ⭐ I am a Florida Dept. of Financial Services Certified Instructor in all aspects of pre-licensing and CE for Life/Health Insurance & Annuities licenses 2-15, 2-14 and 2-40; I hold FINRA Series 7, 24 and 63 registrations.⭐ Available for public and group speaking engagements.Registered Representative: Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 West Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080#retirement #retirementplaning #disabilityinsurance #lifeinsurance #financialplanning #annuities #musician #actor #events #401k #selfemployed #entrepreneur #realtor #guaranteedincome #publicspeaking

Listed skills include Public Speaking, Retirement Planning, Disability Insurance, Qualified Retirement Plans, and 16 others.

Current workplace

Mark Shepler, Lutcf's current company

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MSE Financial & Retirement Solutions
Mse Financial & Retirement Solutions
Retirement Plan Specialist | Independent Insurance and Annuity Broker | Registered Representative
Orchard City, CO, US
2 roles

Mark Shepler, Lutcf work experience

A career timeline built from the work history available for this profile.

Retirement Plan Specialist | Independent Insurance And Annuity Broker | Registered Representative

Mse Financial & Retirement Solutions

Orchard City, Co, Us

Retirement Plan Specialist | Independent Insurance & Annuity Broker | Registered Representative

Current
Mse Financial & Retirement Solutions

Jupiter, Fl

Independent insurance and annuity brokerage specializing in Retirement Planning, Life & Disability insurance and Annuities, Business Succession planning and other Financial Services. Serving South Florida since 1986.Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 West Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080 Mission Statement: To help my clients accumulate and maximize a well planned, tax efficient and secure retirement income emphasizing Guaranteed Income for Life. Critical aspects of that planning include addressing what happens to your plan if you're sick or hurt and cannot work in your chosen occupation for an extended period or at all any longer and what happens to your planning if you die too soon?I have over 34 years in the Financial services industry in S. Florida including retirement income planning and implementation, Annuities, Life & Disability Income insurance planning and investment experience with individuals and small businesses.

Apr 2003 - Present
FAQ

Frequently asked questions about Mark Shepler, Lutcf

Quick answers generated from the profile data available on this page.

What company does Mark Shepler, Lutcf work for?

Mark Shepler, Lutcf works for MSE Financial & Retirement Solutions.

What is Mark Shepler, Lutcf's role at MSE Financial & Retirement Solutions?

Mark Shepler, Lutcf is listed as Retirement Plan Specialist | Independent Insurance and Annuity Broker | Registered Representative at MSE Financial & Retirement Solutions.

What is Mark Shepler, Lutcf's email address?

AeroLeads has found 1 work email signal at @leadersgroup.net for Mark Shepler, Lutcf at MSE Financial & Retirement Solutions.

Where is Mark Shepler, Lutcf based?

Mark Shepler, Lutcf is based in Jupiter, Florida, United States while working with MSE Financial & Retirement Solutions.

What companies has Mark Shepler, Lutcf worked for?

Mark Shepler, Lutcf has worked for Mse Financial & Retirement Solutions.

How can I contact Mark Shepler, Lutcf?

You can use AeroLeads to view verified contact signals for Mark Shepler, Lutcf at MSE Financial & Retirement Solutions, including work email, phone, and LinkedIn data when available.

What skills is Mark Shepler, Lutcf known for?

Mark Shepler, Lutcf is listed with skills including Public Speaking, Retirement Planning, Disability Insurance, Qualified Retirement Plans, Iras, Sep Iras, Roth Iras, and Solo 401 Plans.

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