Samuel G. Morocco,RICP®
Personal Insurance Consultant-Retirement planning: Maximize your social security benefits at Gem-Young Insurance & Financial Services, Inc- Claim this Profile
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Bio
Experience
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Gem-Young Insurance & Wealth Advisors
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United States
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Financial Services
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1 - 100 Employee
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Personal Insurance Consultant-Retirement planning: Maximize your social security benefits
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Aug 2011 - Present
We, at Gem-Young, believe clients want Professional Advice at a fair value. We deliver that by leveraging our reputation of honesty,integrity and teamwork to get the job DONE RIGHT the first time. I am a Retirement Income Certified Professional that specializies in Retirement planning: Maximize your social security benefits! I helps multi-generational families tackle their toughest financial challenges by formulating a customized solution that suits their best interests. I help soon-to-be retirees protect their assets and secure their futures as a trusted expert in long-term care and lifetime income. My work is done with the utmost in integrity, honesty and always putting the clients interests first and foremost. I value "WIN-WIN" relationalships. Show less
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Bankers Life and Casualty
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Ajron-Canton
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Unit Sales Supervisor
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Feb 2009 - Aug 2011
Was responsible for Training and Recruiting Agents into the Bankers Way of Life.Direct Supervision of 5 agents which entailed writing Business for them, Educating them on the Bankers Products and Sales System.Had to have knowledge of Medicare,Medicaid, Social Security, Medical Supplement Plans,Medical Advantage Plans and Drug Plans, Was responsible for Training and Recruiting Agents into the Bankers Way of Life.Direct Supervision of 5 agents which entailed writing Business for them, Educating them on the Bankers Products and Sales System.Had to have knowledge of Medicare,Medicaid, Social Security, Medical Supplement Plans,Medical Advantage Plans and Drug Plans,
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Board of Directors
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2001 - 2007
Served 7 years on Board with my last year as Chairman of the Board. Helped raise money for Red Cross by organizing our "Red and White Ball" and facilitating the Monthly Board Meetings. I am also a Lifetime Blood Donor. Served 7 years on Board with my last year as Chairman of the Board. Helped raise money for Red Cross by organizing our "Red and White Ball" and facilitating the Monthly Board Meetings. I am also a Lifetime Blood Donor.
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Education
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John Carroll University
Bachlor of Arts, Communications / Math -
College of Financial Planning, Denver Col.
CFP, Financial Services -
The American College of Financial Services
R.I.C.P. - Retirement Income Certified Professional, Retirement Income and Living Planning