PERSONAL INSURANCE CONSULTANT

PERSONAL INSURANCE CONSULTANT

We understand how challenging it is to navigate through the insurance and financial markets. A trusted resource that can provide sound guidance can be very helpful. With that in mind, we have arranged for a personal insurance consultant to work with our valued employees.

Matthew Bostwick, an Independent Insurance Broker with more than 20 years of experience, is available for professional insurance consulting. Matt’s focus will be for products outside the scope of what APG already provides for its employees. As an Independent Broker, he will be able to research numerous insurance companies to fit your individual needs. Questions like the following can be answered:

  • Does my life insurance term and face amount still match my family’s needs and goals?
  • What kind of life insurance do I need?
  • What is long term care insurance?
  • Is my retirement plan/401(k) sufficient for my goals?
  • Have I properly audited where my retirement money is invested? 401(k)? IRA?
  • What is the “risk” versus the “reward” of my financial choices?
  • What is tax-deferred growth?
  • What are ways to increase “wealth transfer” to my family?

Matt is also able to review your current Life Insurance coverage and investments, provide clear explanations on how they function, and answer your personal questions.

Matt is in the APG Clearwater office on Monday. He is also available for in-home consulting, by appointment only.

For appointments, please contact Matt directly at 810.355.8502, matt.bostwick@www.apg.company, or through www.coastlinecapitalmanagement.com.

Offices: Clearwater • Lakeland
Corporate Headquarters
4825 140th Avenue North
Clearwater, Florida 33762
727.530.0077

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Offices: Clearwater • Lakeland
Corporate Headquarters
4825 140th Avenue North
Clearwater, Florida 33762
727.530.0077