HAVE YOU MET JAMES IRWIN?

TELL US A LITTLE OF YOUR BACKGROUND AND EXPLAIN WHAT A CSA IS?

I am in financial services. I help people avoid transferring money unknowingly and unnecessarily. Sure when you say financial services it can have many meanings. Of course we help people invest their money and find places for them to put their money. What I do that’s UNIQUE is I help people find places where they could be transferring money unnecessarily and then I bring that back to them. First, to increase their accumulated assets to make their future more solid. And secondly, to help people increase their present lifestyle so that the journey along the way is pleasant. That is what I do. I help people find money that they are losing unnecessarily.

A CSA is a special designation. The Society of Certified Senior Advisors (SCSA) educates and certifies professionals who work with seniors. The Certified Senior Advisor (CSA)® credential applies to professionals who are able to demonstrate their competence and knowledge of working with older adults into their professional practices. By creating a network of qualified professionals, SCSA strives to create a strong and safe environment for seniors and those working with them. The Society of Certified Senior Advisors (SCSA) educates and certifies professionals who work with seniors. The Certified Senior Advisor (CSA)® CSAs understand how to build effective relationships with older adults because they have a broad-based knowledge of the health, social, and financial issues that are important to older adults. Through certification, Certified Senior Advisors agree to uphold the Highest ethical standards for the benefit and protection of the health and welfare of older adults. Currently there are less than 3400 individuals nationally in financial services that have earned this recognition.

In addition I am also a chapter president of AFEA The Nation’s leader in non-profit financial education! AFEA is a an IRS approved 501(c)(3) non-profit organization, AFEA’s mission is toinform and empower Americans to take control of their finances by providing comprehensive financial education in communities nationwide.

A BIKER HELPING BIKERS, TELL US ABOUT THAT CONCEPT AND WHY YOU ARE AN AVID RIDER?

It’s a way to give back to the community I love. Bikers have told me in the past they don’t want to work with the suits of society when it comes to financial services. Even though my national HQ is located in the most prestigious building in Tampa loaded in suits, you’ll never see me in one. I usually ride my Harley to work and enjoy setting of car alarms in the garage from the rumble of my bike. healthinsurance65.com IS YOUR WEBSITE, YOU CAN HELP WITH RETIREMENT INSURANCE, MEDICARE, SOCIAL SECURITY,VA AND LIFE PLANNING AS WELL AS INVESTING IN THE FUTURE.HOW IMPORTANT IS THE TRUST LEVEL THAT YOU CAN BE THAT PERSON TO MAKE A DIFFERENCE IN YOUR CLIENTS FUTURE?

I got my first minibike at age six. Had a brief sponsorship from Ducati racing sport bikes and have owned numerous Harleys. There have been only a few years when I have not owned a motorcycle in my lifetime. The feeling and therapy it affords me is priceless. I will never stop riding.

HOW IMPORTANT IS IT TO YOU TO HELP VETERANS GET EVERYTHING THEY ARE ENTITLED TO AND GIVE US A FEW EXAMPLES HOW YOU CAN HELP?

Veterans are the reason we enjoy our freedom! A country that creates them needs to take care of them. We can never THANK them enough. I have found many get frustrated trying to understand what they are eligible for. The general information that are given is like trying read an IRS tax code. I have helped many enhanced their health benefits, reduce Medicare cost,gain disability benefits and help with long term care benefits. As a CSA we are educated on ways to help.

WHAT IF WE ARE ON MEDICARE OR KNOW SOMEBODY WHO IS? WHAT CAN WE DO TO AVOID SCAMS?

Just call me 833-467-2865 it would take pages to list all the ways people get victimize and many don’t know till they use the plan. I get calls everyday about this. As a CSA a lot of people who were mislead get referred to us. I offer unbiased advice based on your needs not mine.

Its very important! My services are unique since they is no cost to the client and without judgement. I have worked with folks with hundreds of dollars to well know celebrities with millions of dollars. Everybody get’s the same treatment. Most Financial Advisors charge a fee just to talk, I don’t. In the past before slowing down in my sixties I was for several years the #1 producer in the country with many well-know insurance companies. I was always unbiased and did what was best for the client not me. This is how I built my business. My dad alway said to me “ You brought this on yourself” and “What goes around comes around” and of course “One day you’re gonna thank me for this” So this upbringing has earned me a blemish free reputation.

TELL US ABOUT THE MOVIE YOU WERE INVOLVED IN THE” THE BABY BOOMER DILEMMA”?

The move is a documentary critically acclaimed a must see by Forbes magazine among others. The trailer to the movie is on my website www.healthinsurance65.com anyone who goes there can request a FREE movie streaming pass since it is no longer in theaters.

YOU OFFER A FREE BOOK MISSION ONE MILLION ON YOUR WEBSITE HOW DO WE GET IT AND WHY READ IT?

It’s an interesting short informative read. Not dull and boring. Everyone who reads it or watches the Movie has said they are glad they did! I guess eventually someone will give it negative reviews but so far all positive!

IS IT TRUE YOU OFFER MONEY SCHOOL WEBINARS SEEMS LIKE A GREAT WAY TO LEARN AND THEY ARE ONLY 20 MINUTES FREE OF CHARGE?

Yes the Money schools webinar invites are easy to watch and simplify complicated subjects free of charge.The book is for anyone wanting to get out of debt, build wealth, and create financial independence.

People will have a chance to meet you at Gibtown bike fest and Thunder by the Bay this year. WHAT IS YOUR MESSAGE TO THEM AND WHAT KIND OF QUESTIONS SHOULD THEY BE ASKING?

They can ask me anything love talking motorcycles. And they should be asking themselves if they current financial plan (Only works in good times?) Or (causes you stress?) Or (is your 401(k) now a 301(k) or a 201(k) If any of those questions are yes they don’t have the right financial plan.

As you know bikers are very charitable people giving back to the community in many meaningful ways. I’am of course a biker and that why with the help of many generous people we offer these FREE BOOKS ,WEBINARS, MOVIES and CONSULTATION. A biker helping biker that’s what its all about!