Profile
OVERVIEW
Brian L. Platte is a well-know insurance and financial educator in the mid-Michigan area. Hundreds of retirees and business owners rely on Mr. Platte’s expertise to help lower health and life insurance premiums, grow and protect savings, and protect assets from Medicaid. He has been acclaimed for his specialty in educating retirees and those about to retire, how to safely grow and protect their assets without risk.
He has counseled retired government employees, veterans, retired teachers, physicians, and business executives approaching retirement. Clients appreciate Brian’s no nonsense low pressure demeanor.
In an effort to expand his expertise and and better serve his clients, Brian became an independent advisor and formed Platinum Benefit Advisors, Inc. in 2008. Being a true 100% independent advisor allows Brian to provide unbiased advice and align his interests with his clients.
Brian resides in Portland and is involved in local community and government. In his free time Brian enjoys writing and playing music.
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AREAS OF PRACTICE & SPECIALTY
- Long Term Care/ Medicaid Planning
- Retirement Planning specializing in IRA distributions
- Individual and Group Health Insurance including Medicare
- Tax - Free Retirement Strategies
- Safe Money Alternatives to the Stock Market
- College Funding options that include guaranteed scholarships
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EDUCATION
Life and Health Licensed in MI and several other states.
- Certified Senior Advisor,CSA
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IRA University Graduate - In depth IRA training with national IRA expert David Royer.
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Currently completing series 65 (Registered Investment Advisor) license and Certified Financial Educator, CFEd, designation.
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MEMBERSHIPS & ASSOCIATIONS
Brian is a member of the following organizations:
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Priority Health Medicare Board Member
- 2010 Lansing Community College Planned Giving Board Member
- National Ethics Bureau Member
- Society of Certified Senior Advisors
- American Society on Aging
- Better Business Bureau Accredited Business
- Portland Chamber of Commerce
- Walker Chamber of Commerce