ROCKY BLEIER, From the football fields of America to the
battlefields of Vietnam, Rocky Bleier captured the hearts of fans
who relate to this hard-working boy next door who seemed to will
himself to do the impossible. “I’m a breathing example of what you
can do if you want to,” Rocky says.
Today he’s just as determined as ever, but his sights are set on
something completely different: helping fellow baby boomers come up
with a solid game plan to achieve financial stability and peace of
mind in their retirement.
MATT ZAGULA, founder of SMART Retirement, likens his professional
journey to the mountain climb that retirees make.
Matt spent years accumulating knowledge from many different
perspectives with the idea that when he finally hit that pinnacle
of the mountain, he would be well prepared to distribute quality
advice that could be accounted for mathematically and not rely on
hypothetical market illustrations. His goal was, and remains, to
provide advice with confidence based on fact & not fiction. Matt
has followed a unique path, from being a very early adopter and
pioneer in what is known today as income planning, to creating a
distinctive practice model and level of notoriety in the industry
that allowed his firm to be acquired in 2001, when Matt was just
thirty-one, by a publicly traded company, National Financial
Partners (NYSE Symbol: NFP). After the market crash in 2008, Matt
purchased his firm back from NFP at a huge discount using his life
insurance cash value to make this smart investment at the perfect
time. He remains independent to this day.
Today, Matt is the cofounder of SMART Planz, LLC, a premier
provider of tax-aware 401(k) plan design and SMART Retirement, the
country's first mutual and fraternal company-focused marketing
organization serving the members of the SMART Advisor Network. His
focus is on helping pre-retirees and those in retirement get more &
more income, more financial freedom, and more peace of mind knowing
their plans are built on a solid foundation using the commonsense
SMART Retirement Planning Process.
Matt has spent decades continually adapting and evolving the model,
and today, he is considered to be a thought leader and planning
innovator for tax, estate, and retirement income advanced-plan
designs. Matt is dedicated to helping people and business owners
profit from differences in the way their money is treated for tax
purposes. Actuarially, he helps them realize profits by reversing
the traditional use of certain insurance-based products, creating
attractive returns and results for his clients, resulting in
greater retirement income and real wealth. His practice has evolved
into the creation of insurance based products and serving top
insurance companies in an effort to make SMART Retirement products
available to Americans working toward and in retirement. These
products are distributed exclusively through advisors within the
SMART Advisor Network. Although he has been retained in the past to
work with advisors from insurance distribution firms with annual
sales volumes of $1 to $5 billion, Matt now focuses on a very small
and specialized group of advisors within the SMART Advisor Network.
This narrow focus assures the public that any advisor, CPA, or law
firm that is a member of the SMART Advisor Network is well trained
and equipped to help their client Strategically Move Around
Retirement Taxation®.
From the football fields of America to the battlefields of Vietnam,
Rocky Bleier captured the hearts of fans who relate to this
hard-working boy next door who seemed to will himself to do the
impossible. “I’m a breathing example of what you can do if you want
to,” Rocky says.
Today he’s just as determined as ever, but his sights are set on
something completely different: helping fellow baby boomers come up
with a solid game plan to achieve financial stability and peace of
mind in their retirement.
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