Michael BeeBe

Michael Beebe is a Nationwide Financial Specialist who, for 25 years, has worked with individuals and their families to increase their personal wealth and help them attain financial independence and peace of mind. Michael believes that it is important to align financial decisions with the personal goals and values of each client. This insight and understanding serves as the foundation for sound financial decisions customized to individual needs.
 
Michael has been trained to help his clients navigate
life’s financial transitions. This includes families protecting their home mortgages with life insurance and pre & post retirees navigating through the complex financial options they face.

Professional Experience

Small Businesses & Self Employed
- SEP/SIMPLE IRA/401(k)
- Business Loan Insurance
- Business Continuation Strategies
- Tax Saving Strategies
- Qualified and Non/Qualified Deferred Compensation 
Insurance
- Life Insurance
- Mortgage Insurance
- Business Continuation Strategies
- Estate Planning Insurance
- Long-term Care & Disability
- Wealth Transfer
Investment Strategies
- Children’s Education Accounts
- IRA Accounts
- 401(k) Roll-over
- Annuities
- Tax Saving Strategies 
- Retirement Planning
 
Educational Background
Michael obtained his Bachelors in Management Science from SUNY Geneso. His licenses include: Life, Health and Accident, as well as Series 6, 63, 7, and Series 24. Michael is also a member of NAIFA and a past MDRT Qualifier.