Matthew K.

Matthew K. Email and Phone Number

Asset Protection & Retirement Services @ Annuity Services, Inc.
spring branch, texas, united states
Matthew K.'s Location
San Antonio, Texas Metropolitan Area, United States
Matthew K.'s Contact Details

Matthew K. personal email

n/a
About Matthew K.

I specialize in working with clients nationwide, leveraging my expertise to match tailored solutions with their unique needs. My approach is distinct: I never fixate on a singular company or its product. Instead, I collaborate with a diverse clientele that includes plan sponsors and their executives, third-party administrators, and numerous insurance companies. Additionally, I extend my services to individuals who seek to safeguard their families and assets. With a commitment to personalized solutions, I navigate the complex landscape of financial protection, ensuring that each client receives the best possible outcome.

Matthew K.'s Current Company Details
Annuity Services, Inc.

Annuity Services, Inc.

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Asset Protection & Retirement Services
spring branch, texas, united states
Website:
annuityservicesinc.com
Employees:
3
Matthew K. Work Experience Details
  • Annuity Services, Inc.
    Vice President
    Annuity Services, Inc. 2009 - Present
    Central Texas
    Considering the difficulties faced by retirement plan administrators to provide sensible options for plan participants without burdening the employer, Annuity Services, Inc. (ASI) offers valuable solutions through the delivery of top-quality annuity products.- Specialize in providing annuity placements for retirees and participants of employer-sponsored retirement plans in the forms of maturity funding, terminal funding, plan derisking, or single annuity purchase.- Negotiate Master Annuity Contracts that provide group / wholesale rates versus a typical rate book annuity.- Equip clients with the valued option of reducing latent underfunding issues, investment risk, pension liability and administration that can erode plan assets.
    View
  • Self-Employed
    Independent Insurance Agent
    Self-Employed Nov 2022 - Present
    Central Texas
    Recognizing the often overwhelming and intrusive aspects of finding and applying for life insurance and retirement solutions, I work for you to remove anxiety and complexity. I provide a concierge-level of service as we work to discover top-quality products to fit your needs and achieve peace of mind. My clients realize a hassle free approach to cover debt, loss of income, mortgage payments, cost of education, final expenses, and maintain cash flow during retirement.Term LifeWhole LifeAnnuities- Reliable A+ Rated Insurance Companies- Customized Solutions- Wealth Building- Needs Analysis
  • United States Marine Corps
    Signals Intelligence
    United States Marine Corps 1993 - 1998
    View

Matthew K. Skills

Security Process Improvement Management Project Management Itil Cross Functional Team Leadership Networking Information Security Information Technology Business Development Risk Management Program Management Integration Sales Training Team Building Disaster Recovery Business Process Improvement Property And Casualty Insurance Payment Industry Network Security Business Analysis Change Management Business Process Servers Crm 401k Six Sigma New Business Development Fixed Annuities Operations Management Vpn Solaris Consulting Executive Management Defined Benefit Insurance Team Leadership Target Marketing Customer Retention Corporate Communications Software Implementation System Administration Systems Analysis E Commerce Vendor Management Operating Systems Enterprise Architecture Computer Security Financial Services

Frequently Asked Questions about Matthew K.

What company does Matthew K. work for?

Matthew K. works for Annuity Services, Inc.

What is Matthew K.'s role at the current company?

Matthew K.'s current role is Asset Protection & Retirement Services.

What is Matthew K.'s email address?

Matthew K.'s email address is mk****@****.rr.com

What skills is Matthew K. known for?

Matthew K. has skills like Security, Process Improvement, Management, Project Management, Itil, Cross Functional Team Leadership, Networking, Information Security, Information Technology, Business Development, Risk Management, Program Management.

Who are Matthew K.'s colleagues?

Matthew K.'s colleagues are Adam Weber.

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