When Jeff Mose earned his insurance license and became a financial advisor in 2002, some might have seen it as a somewhat radical career change. In truth, however, Jeff’s extensive and accomplished background in the fields of communication, education and entrepreneurship served as the perfect foundation from which to launch a career in financial services. Today, Jeff draws upon his impressive past to provide a uniquely high level of expertise and client service. With a focus on proactive communication and education, Jeff teaches clients how to take ownership of th...
When Jeff Mose earned his insurance license and became a financial advisor in 2002, some might have seen it as a somewhat radical career change. In truth, however, Jeff’s extensive and accomplished background in the fields of communication, education and entrepreneurship served as the perfect foundation from which to launch a career in financial services. Today, Jeff draws upon his impressive past to provide a uniquely high level of expertise and client service. With a focus on proactive communication and education, Jeff teaches clients how to take ownership of their personal finances and confidently build toward a secure financial future.
Having successfully managed and grown businesses in the midst of all the market turmoil and economic challenges of the past 30 years, Jeff has a unique insight into the financial tools and strategies that work best in varying market conditions. He knows first-hand the importance of “financial defense,” and teaches clients how to grow their money using conservative, “bird-in-the-hand” strategies designed to also protect their portfolios from potentially devastating losses.
A Maryland native, Jeff got his start in business with a part-time job in a sporting goods store while still in high school. He served in the U.S. Navy and Reserves near the end of the Vietnam War, and afterward went into sales and marketing for an upstart company called Nike.
While studying mass communication at Townson State University, Jeff worked behind the scenes and as on-air talent for Maryland Public Television. From there, he moved to the executive offices as a fundraising developer. Returning to Maryland, Jeff worked as Development Director for Baltimore-based WJHU-FM, and his success there led him to similar positions with the Maryland Chapter of the American Lung Association and the historic ship, Pride of Baltimore II.
Then, recognizing that the Internet was poised for explosive growth, Jeff used his skills to become the marketing and communications manager for start-up Aether Systems, one of the first software developers for web-based handheld devices to track financial data. In 1995, Jeff helped prepare the company for its Initial Public Offering (IPO) and contributed to its eventual growth into a $12.8 billion company. After leaving Aether, Jeff co-founded the data-security company KoolSpan, Inc., and helped oversee its growth until leaving to pursue his career in financial services.
In 2009, Jeff opened his own company, adopting a unique business model geared primarily toward retirees and near-retirees and focusing on conservative financial strategies designed to provide reasonable growth, dependable lifelong income and protection from damaging losses. Jeff has been quoted in USA Today and the Wall Street Journal, as well as featured on the cover of Senior Market Advisor.
Questions Answered:
1) It appears that there’s more than one type of annuity. If I’m correct, what are the different types of annuities?
2) With all these good reasons to love annuities, why don’t more people buy them? Studies show that just .25% of the IRA market are in annuities.
3) Pensions are the monthly paycheck for most of America’s current retirees. But that’s changing as the secure income offered by pensions is no longer being offered to the majority of today’s workers. They now have a 401k or similar retirement plans. Can these plans be counted on for a guaranteed paycheck or is that something an annuity can provide?
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