Todd Wellnitz, Cltc

Todd Wellnitz, Cltc Email and Phone Number

Lifestyle Insurance Advocate = Stabilizing Lifestyles with Guarantees & OPM 💪💰 🏖 @ Wellguard Insurance & Financial
Todd Wellnitz, Cltc's Location
San Francisco Bay Area, United States, United States
Todd Wellnitz, Cltc's Contact Details

Todd Wellnitz, Cltc work email

Todd Wellnitz, Cltc personal email

n/a
About Todd Wellnitz, Cltc

Whether you are a Founder, Business Owner or Executive, your ability to leverage advances in technology and identify opportunities will oftentimes determine your value in the marketplace. With all the pressures of growing your Company, is your own retirement plan going to be left behind?Unfortunately, most people are unaware that traditional retirement plans are often driven by antiquated operating systems without the “anti-virus” to protect them against the FIVE risks in retirement. Before meeting me, our clients struggled with:❓ Have I saved enough to maintain a comfortable lifestyle in retirement?❓ At what age could I actually afford to retire?❓ How much of my retirement account is taxable?❓ Will I run out of money if I live too long?❓ Will an injury or illness wipeout my company or Family?While Founders and Business Owners have aspirations of changing the world, failing to secure the necessary funding to finance their entrepreneurial dreams is all too common.Similarly, many fail to properly fund their own retirement plans and like the Founder, wish they had a partner to help supercharge their retirement.Independent thinkers come to me when they:⚠ Want access to leveraging strategies like the wealthy⚠ Want increased control over their future⚠ Want to put their #FamilyFirst instead of the IRS⚠ Want to address retirement “What If’s”⚠ Want unique strategies to attract and retain the BEST talentSo what if you could upgrade your retirement operating system, build a firewall around it and do it mostly with OPM (other people’s money)? Money is so cheap right now…so that’s where we come in! After working with us, clients know:✅ Our financing provides 60-100% MORE income in retirement✅ They've mitigated the FIVE risks in retirement✅ They can never lose money✅ They're insulated from future tax increases✅ They will never run out of incomeWould you giveaway equity in your Company unknowingly? What if the IRS was stealing your retirement equity? 😱Rest assured, the IRS knows all about our proprietary technology and their tax code has supported our designs for decades.Simply put …our strategies will provide More Money, More Protection & More Confidence to those that qualify. 🏆 Need a strategic advantage to increase your probability of success over your 20+ years in retirement? I invite you to send me a message to schedule a 15-minute Clarity Call to chat about your perfect retirement.🌟 If what you THOUGHT to be true turned out NOT to be...when would YOU want to KNOW???todd@wellguardfinancial.com(415) 846-1521

Todd Wellnitz, Cltc's Current Company Details
Wellguard Insurance & Financial

Wellguard Insurance & Financial

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Lifestyle Insurance Advocate = Stabilizing Lifestyles with Guarantees & OPM 💪💰 🏖
Todd Wellnitz, Cltc Work Experience Details
  • Wellguard Insurance & Financial
    President
    Wellguard Insurance & Financial Apr 2010 - Present
    Alameda, Ca, Us
  • Wellguard Insurance & Financial
    Tax-Free Income Planning Specialist
    Wellguard Insurance & Financial Apr 2010 - Present
    Alameda, Ca, Us
    💰 Why PARTNER with the IRS for YOUR Retirement without knowing THEIR share?🌟 If what you THOUGHT to be true turned out not to be...when would YOU want to KNOW???
  • Provisors
    Member
    Provisors Jul 2019 - Present
    Los Angeles, Ca, Us
  • Rotary Club Of Alameda
    Past President
    Rotary Club Of Alameda Jul 2016 - Jun 2017
  • Great American Insurance
    Branch Sales Manager
    Great American Insurance Jun 2008 - Apr 2010
    Cincinnati, Oh, Us
  • Bankers Life And Casualty Company
    Sales & Sales Management
    Bankers Life And Casualty Company Dec 2004 - Jun 2008
    Chicago, Illinois, Us

Todd Wellnitz, Cltc Skills

Alternative Investments Income For Life Leadership Team Building Sales Process Whole Life Insurance Public Speaking Insurance Retirement Planning Account Management Sales Financial Planning Permanent Life Insurance Business Development Debt Elimination Negotiation Premium Financing Lead Generation Equity Indexed Annuities Strategic Planning Strategy Sales Management Life Insurance Direct Sales Business Planning Strategic Financial Planning Life Settlements Entrepreneurship Buy Sell Agreements Marketing New Business Development Tax Free Retirement Planning Training Irrevocable Life Insurance Trusts Customer Service Disability Insurance Contract Negotiation Social Media Marketing College Funding Strategies Email Marketing Long Term Care Insurance Small Business Business Strategy Marketing Strategy Selling

Todd Wellnitz, Cltc Education Details

  • University Of Hawaii At Manoa
    University Of Hawaii At Manoa
    Marketing
  • Linfield University
    Linfield University

Frequently Asked Questions about Todd Wellnitz, Cltc

What company does Todd Wellnitz, Cltc work for?

Todd Wellnitz, Cltc works for Wellguard Insurance & Financial

What is Todd Wellnitz, Cltc's role at the current company?

Todd Wellnitz, Cltc's current role is Lifestyle Insurance Advocate = Stabilizing Lifestyles with Guarantees & OPM 💪💰 🏖.

What is Todd Wellnitz, Cltc's email address?

Todd Wellnitz, Cltc's email address is to****@****nce.com

What schools did Todd Wellnitz, Cltc attend?

Todd Wellnitz, Cltc attended University Of Hawaii At Manoa, Linfield University.

What skills is Todd Wellnitz, Cltc known for?

Todd Wellnitz, Cltc has skills like Alternative Investments, Income For Life, Leadership, Team Building, Sales Process, Whole Life Insurance, Public Speaking, Insurance, Retirement Planning, Account Management, Sales, Financial Planning.

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