Mike Wolfe - Transamerica Agency Network

Mike Wolfe - Transamerica Agency Network Helping people plan, protect, invest and save for the future. Please call or message me if you need

04/11/2025

Are you transitioning to a new role? Retiring? Considering an early buyout? Let’s meet and discuss. We will assist you in maximizing your retirement accounts. Enjoy your retirement, you’ve earned it.

Do you have an underperforming 401(k), CD, or IRA that is not meeting your return expectations? We can offer you a 20% i...
12/10/2024

Do you have an underperforming 401(k), CD, or IRA that is not meeting your return expectations? We can offer you a 20% immediate bonus on your investment, with typical annual returns ranging from 4-8%. The most appealing aspect is that your principal investment is completely risk-free, ensuring you will never lose your initial investment.

This is just one of many options available. Contact me today to discuss your retirement goals and explore ways to secure your financial future.

09/01/2023

September is Life Insurance Awareness Month (LIAM). Please take time this month to review your life insurance coverage with a professional. Life insurance is the foundation of a sound financial plan.

Life insurance allows for families to continue on financially after the loss of a loved one. It can be used to:
(1.) pay off debts
(2.) cover final expense costs
(3.) pay for children’s college education
(4.) help a spouse adjust to life without 2 incomes.

Don’t go another year without planning! Life Insurance is a purchase of love for others. We all want to leave a legacy, leave a legacy of financial soundness and love.

Call or message me if you want to talk about your specific situation.

I’d appreciate the opportunity to serve you.

01/29/2023

Worried about retirement? Not saving enough money?

Call or message me today about our super Roth IRA alternative for some TAX FREE retirement income!

Start planning today!

September is Life Insurance Awareness Month (LIAM). This is a great time to review your current life insurance situation...
09/01/2022

September is Life Insurance Awareness Month (LIAM). This is a great time to review your current life insurance situation.

We all deal with loss in this life. During these difficult times, life insurance is most often the only mechanism that provides families with funds to move forward financially.

Life insurance can be used to cover final expenses, pay off debts, fund college educations, leave inheritances to the next generation, etc.

Don’t just rely on what your employer provides you (if they do). Sometimes benefits change, are taken away, but most often life insurance doesn’t go with you after you leave, due to job changes or even retirement.

Please message or call me or any of our staff today to schedule your complimentary review! We look forward to serving you and your family.

07/13/2022

Have an old 401(k)? Need some advice for rolling it over. Call or message me. We have a lot of options, some with up front bonuses, as high as 14%!

Message me today for help protecting your family or your retirement.
04/22/2022

Message me today for help protecting your family or your retirement.

Address

240 Scott Avenue , Suite 7
Morgantown, WV
26508

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