Want results? Me too. That’s why I explored hundreds of books, blogs, startup companies, webinars, and banking tools. Now I deliver executive briefings demonstrating Win-Win examples for mid-size enterprises.
Why might you listen to me?
I managed programs for established financial brands, and their objectives in reaching their intended audiences. Some of the fun projects were financial education for their platform, but, what if there were mountains of savings to be accrued by alternative methods?
B2B: Employee health
Raise employee engagement toward healthy habits and prevention measures
- Lower major medical plan utilization
- Cost containment of medical benefit premium increases
- Deliver guaranteed net savings using 125 Cafeteria plan
Results: large employer organizations generate six-figure savings ROI
B2B: Employee wealth
- Think like a banker, strengthen financial position
- Switch amortized interest for credit line interest
Results: six-figure interest savings & debt cleared in seven years
What have I experienced?
Solving the question of savings for colleagues I looked at bi-weekly payment programs, HELOC, and using 401K funds to reduce a mortgage balance to zero. Using a credit strategy is easier when an individual already has assets, yet, the approach needed an implementation effort that could be consumer friendly and applied to clearing away mortgage balance and other debts. However, private banking programs change, which is why implementation changes by state, and banking terms. I find those savings, but they don’t apply broadly and are not static, which is why I focus on 1-on-1 education on strategy through private webinars.
It will be worth the time to connect. You wind up learning how to achieve $100k+ and strengthen your financial outlook. If I can’t help, then there is no need to hold the reserved spot for the webinar.
How I’ll help you…
Privacy – maintain privacy. There’s not much to consider if your credit score is above 700 and your budget is not so tight as to be paycheck-to-paycheck. A healthy surplus is the path to a strategy that will work well in this case, without any change in payments.
If you want access to the webinar to rapidly reduce mortgage debt and achieve a zero balance, choose a 15-min slot on my calendar for a brief Q & A. If I can’t help I say so upfront. If there is a high likelihood that I can deliver meaningful savings I can share the invite to the webinar.
…or for mid-size enterprises and business owners:
The savings are hidden in FICA payroll tax administration when addressing cost containment of major medical benefits. Health plan premiums rise, and exposure to further increases can be mitigated. The right implementation can save businesses more than $500 for each employee. Big business in terms of staff? Achieve six-figures of net savings.
How am I going to help you?
If a business has more than ten full-time W-2 staff, this can work well to accumulate hundreds of dollars into thousands. Reserve a spot on my calendar for enterprise savings, 30-min slot. If it seems like I can find significant savings I’ll update the invite with a Zoom link.
Yours, Marky
Hudson Valley New York | Ulster
Virtual office – contact
or simply send me a note via email.