Matt Bostwick

Matt Bostwick Email and Phone Number

Investment Adviser Representative @ LVZ Investment Management
Florida, United States
Matt Bostwick's Location
Greater Tampa Bay Area, United States
About Matt Bostwick

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.

Matt Bostwick's Current Company Details
LVZ Investment Management

Lvz Investment Management

View
Investment Adviser Representative
Florida, United States
Website:
lvzinc.com
Employees:
13
Matt Bostwick Work Experience Details
  • Lvz Investment Management
    Investment Adviser Representative
    Lvz Investment Management
    Florida, United States
  • Lvz Investment Management
    Investment Adviser Representative
    Lvz Investment Management Jul 2021 - Present
  • Coastline Capital Management
    Owner/Investment Strategist
    Coastline Capital Management Oct 2014 - Present
    Tampa/St. Petersburg, Florida Area
  • Next Financial Group, Inc.
    Registered Representative
    Next Financial Group, Inc. Feb 2014 - Jul 2021
    Houston, Texas Area
  • Amerilife & Health Services
    Executive Vice President
    Amerilife & Health Services Nov 2008 - Jan 2010
    Clearwater, Florida
    Supervised the sales and distribution of life, health and annuity products for 52 branch offices in 13 states.
  • United Insurance Group Agency, Inc.
    Executive Vice President
    United Insurance Group Agency, Inc. Apr 2005 - Nov 2008
    Milford, Mi
    Promoted 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.
  • United Insurance Group Agency, Inc.
    Senior Vice President Of Career Agent Division
    United Insurance Group Agency, Inc. Jan 2001 - Apr 2005
    Milford, Mi
    Promoted to Senior Vice President.2003-2005 Served on the LTCi Advisory Board of Penn Treaty American Corporation
  • United Insurance Group Agency, Inc.
    Vice President Sales
    United Insurance Group Agency, Inc. Jun 1995 - Jan 2001
    Milford, Mi
    The 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
  • United Insurance Group Agency, Inc.
    Agent / Trainer / District Manager
    United Insurance Group Agency, Inc. Jan 1992 - Jun 1996
    Milford, Mi

Matt Bostwick Skills

Public Speaking Insurance Financial Planning Customer Service Team Building Leadership Sales Retirement Planning Marketing

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?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

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.