Love Your Retirement

After a bad experience over 17 years ago, Heidi got into financial services to help people with tax, income and legacy strategies. “When I was 22, my father-in-law passed away unexpectedly, and my husband and I were left to figure out his estate on our own,” Heidi says. “The financial person we used lost 75% of what we inherited, so I left one semester shy of a master’s degree and went to work at Northwestern Mutual in 2006.“I swore from that time on, no one I met with would ever deal with what we had to.” Heidi opened the doors of Agape Wealth after serving in many executive positions in the corporate and independent financial world. Her commitment to faith and family shines through, and Heidi enjoys helping people to preserve and grow tax-efficient retirement income for themselves and their loved ones. Disclosure: Insurance products are offered through the insurance business Agape Wealth, LLC. Agape Wealth, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Agape Wealth, LLC are not subject to Investment Advisor requirements. 3918543 - 7/24

Language

English

Type

podcast