MichaelLamsfuss.com Financial Professional Life Insurance Annuities LTC
Michael Jung Mo Lamsfuss, Financial Services Professional

Mission Statement: Provide top notch insurance and financial strategies for people that understand, time is money.

 

 

 

 

 

 

Michael Lamsfuss’ is a financial services professional who specializes in retirement planning with an emphasis in wealth transfer. Michael’s specialties include, solving planning problems faced by traditional micro retirement strategies and supplemental retirement plans for highly compensated employees or business owners. Prior to the financial industry, Michael was a consultant in the computer engineering field.

 

Honors
·         Life AllStar Award (2008)
·         Career Life Producer Award (2007)
·         Career Life Success Award (2006)
 
Education
·         2002 M.S., cum laude, J.B. Speed School of Engineering
·         2001 B.S., cum laude, J.B. Speed School of Engineering
·         1998, Honorable Discharge, US Army
 
Publications
            Michael Lamsfuss has articles published in Aging Well.
 
Professional Activities and Memberships
·         Member, NAIFA
·         Southern Indiana Chamber of Commerce
·         Southern Indiana Estate Planning Council
 
Licensed/Territories
·         Kentucky
·         Indiana
 
Civic Involvement
·         Director, Louisville Korean School (2007-2008)
·         Volunteer, Senior Care Experts (2006-2008)
·         Volunteer, National Kidney Foundation of Kentucky (2007-2008)
 
Tasks
·         Finding, building and maintaining client relationships
·         Meeting with clients, their advisors and referral sources
·         Follow up with clients via annual, semi annual or quarterly correspondences


Michael Lamsfuss is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of KY and IN. No insurance business may be conducted outside these states referenced.


Michael Lamsfuss is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer, a licensed insurance agency, 9300 Shelbyville Rd, Suite 1250, Louisville, KY 40222 (502) 327-8589. In this regard, this communication is strictly intended for individuals residing in the states of IN & KY. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Lamsfuss is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.
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Newsletters

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

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