Matt Bostwick Email and Phone Number
Matt was born and raised in the Midwest and spent 18 years working for one of the nations top senior insurance agencies. The majority of those years in management and executive management. Matt specialized in all aspects of retirement planning including Long Term Care, Life Insurance Planning, and Retirement Income Strategies. Now, as an owner of Coastline Capital Management, he has taken those years of experience and put into practice a simplified approach to retirement income. His approach goes beyond the traditional financial planning services. Matt’s investment strategies are up-to-date allowing his clients to disconnect from the daily noise of Wall Street. As a married family man, raising 3 children in Florida, Matt understands what it takes to have an up-to-date Financial Plan.Investment Advisory Services offered through LVZ, Inc.
Lvz Investment Management
View- Website:
- lvzinc.com
- Employees:
- 13
-
Investment Adviser RepresentativeLvz Investment ManagementFlorida, United States -
Investment Adviser RepresentativeLvz Investment Management Jul 2021 - Present -
Owner/Investment StrategistCoastline Capital Management Oct 2014 - PresentTampa/St. Petersburg, Florida Area -
Registered RepresentativeNext Financial Group, Inc. Feb 2014 - Jul 2021Houston, Texas Area -
Executive Vice PresidentAmerilife & Health Services Nov 2008 - Jan 2010Clearwater, FloridaSupervised the sales and distribution of life, health and annuity products for 52 branch offices in 13 states. -
Executive Vice PresidentUnited Insurance Group Agency, Inc. Apr 2005 - Nov 2008Milford, MiPromoted to Executive Vice President after 4 years of overseeing sales and distribution of captive agent division. Responsible for 16 branch offices and overall financial performance of division.2006 - Lead Captive Agent Division to highest earnings in company history2007 - Implemented recruiting and training system to increase active agent count to 700, highest in company history. -
Senior Vice President Of Career Agent DivisionUnited Insurance Group Agency, Inc. Jan 2001 - Apr 2005Milford, MiPromoted to Senior Vice President.2003-2005 Served on the LTCi Advisory Board of Penn Treaty American Corporation -
Vice President SalesUnited Insurance Group Agency, Inc. Jun 1995 - Jan 2001Milford, MiThe MarNett Company (Subsidiary of United Insurance Group Agency, Inc.)1998 grew annual LTCi premium sales to 2 million1999 developed 21 bank and credit union relationships and contracted 50+ captive agents to support in 12 states -
Agent / Trainer / District ManagerUnited Insurance Group Agency, Inc. Jan 1992 - Jun 1996Milford, Mi
Matt Bostwick Skills
Frequently Asked Questions about Matt Bostwick
What company does Matt Bostwick work for?
Matt Bostwick works for Lvz Investment Management
What is Matt Bostwick's role at the current company?
Matt Bostwick's current role is Investment Adviser Representative.
What skills is Matt Bostwick known for?
Matt Bostwick has skills like Public Speaking, Insurance, Financial Planning, Customer Service, Team Building, Leadership, Sales, Retirement Planning, Marketing.
Not the Matt Bostwick you were looking for?
-
Matt Bostwick
Oswego, Il1dtiq.com -
-
Matt Bostwick
Wilton, Ct -
Matt Bostwick
United States3viacom.com, mtvn.com, hotmail.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial