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Speakers

Peter Stahl

Equipping Financial Professionals to Handle: Medicare, Long Term Care & Income Solutions for a Health Care Coverage Plan

Do Your Clients’ Financial Plans Provide a Strategy for Healthcare Funding?

Peter understands clients’ health care challenges during retirement and equips advisors with the knowledge to build trust and provide solutions.

With a seasoned, results driven style, he makes navigation through a complex and ever-changing health care landscape comprehensible to all.

The foundation of his exceptional communication and presentation skill set is the core product proficiency that Peter brings in insurance, mutual funds, annuities and retirement plans.

  • The Convergence of Health Care & Financial Planning 2021 and Beyond

“Peter’s presentation to our Financial Advisors was excellent. He took the complicated subject of Health Care and presented it in an interactive and easy-to-understand manner. More importantly, he took his presentation one step further and answered the question, ‘What does this mean to your clients?’ He accomplished this by providing our advisors with the tools to not only have the important health care discussion with their clients but to also come up with solutions to fund these often overlooked costs. This new knowledge and skill set will definitely add value to our client relationships.”

– Sales Manager, CUSO Financial Services

 

“Loved Peter’s presentation. A HUGE amount of needed information and material we should all be incorporating into our planning with clients.Thanks for providing such a valuable meeting.”

– Wells Fargo PCG Financial Advisor

 

“That was Excellent! Very, very helpful and I hate these things”

– Client Seminar Attendee, Pine Hurst, NC

Peter’s Client List Includes…

  • Barron’s Top Financial Advisor Summits
  • Cetera Financial
  • CUSO Financial
  • Fifth Third
  • Huntington Bank
  • Jackson National
  • Lincoln Financial
  • LPL
  • Nationwide
  • Realty Capital Securities
  • Prudential
  • Schwab IMPACT
  • SunTrust
  • Wells Fargo
Travels From:  Alabama
City: Philadelphia
$5,001 to $10,000

Biography

Keynote Speaker Peter Stahl brings over 30 years of experience in the financial services industry where he has built a recognized track record of integrity and success. He has delivered training and sales resources to financial advisors and their broker dealer firms across multiple channels of distribution, both domestically and internationally.

With a career that began in the traditional investment industry at Putnam, Peter built a business based on matching clients with investment options that best met their performance and life stage goals. He moved on to Hartford Financial Services where he continued to build relationships and lead teams to industry-leading market penetration as well as individual performance. Throughout his corporate career, Peter built unparalleled credibility and competencies in building businesses, mastering the complexity of the marketplace and sophisticated product lines, exporting that knowledge to teams of professionals and alliance partners who sought to improve their own performance.

In 2012 Peter founded Bedrock Business Results, LLC, a training and consulting firm designed to help financial advisors and their clients understand health care challenges during retirement, equipping them to provide solutions. With a seasoned, results driven style, he makes navigation through a complex and ever-changing health care landscape comprehensible to all. The foundation of his exceptional communication and presentation skill set is the core product proficiency that Peter brings in insurance, mutual funds, annuities and retirement plans.

He has been a Certified Financial Planner (CFP) since 1997 and also holds the Certified in Long Term Care (CLTC) and Chartered Mutual Fund Counselor (CFMC) designations. Peter holds degrees in Economics and Business Administration from Gordon College.

Presentations

Pre-retirees frequently rank retirement health care costs as their top concern.

Financial advisors must understand the convergence of financial planning and health care in order to build comprehensive retirement income strategies.

In order to provide a comprehensive and effective financial plan, advisors must understand the central planning issues surrounding retirement health care. Learn how a financial advisor can modify wealth accumulation strategies, adjust retirement income plans and be a trusted resource for clients.

Topics include:
• Potential changes from the new administration
• Immediate impact of the coronavirus pandemic on long
term care planning
• Medicare
• Health Savings Accounts
• Retirement income considerations
• Resources for advisors and clients

 

CFP®, CIMA®, CPWA®, & RMA® CE credit

Areas of expertise

  • Health Care
  • Medicare
  • Long Term Care
  • Income Solutions for a Health Care Coverage Plan
© 2021 Ro Morrison & Assoc.