Matt Bowling Email & Phone Number

Franklin, Tennessee, United States

Greater Nashville Area, Tn

Locally owned and operated independent agency specializing in Home, Auto, Commercial, Life Insurance and Investments. https://www.mibnashville.com

Brentwood, Tn

I pride myself on working hard to provide the best possible service to my clients. Being able to help people is a central part of my life and I’m happy I can be of service to my clients and community. I also enjoy meeting new people and building one‐on‐one relationships. Open and honest discussions are an easy way for my clients and I to connect and ultimately, help them secure their financial security goals.Property / Casualty policies issues by COUNTRY Mutual Insurance Company, COUNTRY Casualty Insurance Company, COUNTRY Preferred Insurance Company or Modern Service Insurance Company, Bloomington, IL.Availability and account of coverages and discounts vary by state. Information contained here is not a statement of coverage. For more information view our full terms and conditions:http://www.countryfinancial.com/SiteController?url=/staticNav/termsAndConditions

Brentwood, Tn

- Plan design and consulting- Plan documents- Plan implementation and conversion- Annual plan administration and compliance

Brentwood, Tn

Responsibilities consist of servicing client accounts; this includes establishing accounts, advising on specific investments, processing rollovers and distributions. I conduct group and individual enrollment/educational meetings with 401(k) plan participants. I have also had involvement in 401(k) plan conversions, creating marketing/sales materials, and helped in establishing CRM software for better customer service.