Josh Meyer
About Josh Meyer
Josh Meyer is an Association Member Benefit Specialist and Insurance Agent who founded Lifestyle Protection Advocates, Inc., focusing on financial impact plans for influencers. He has extensive experience in financial services, having worked with Mutual of Omaha and developed the Income Shield Formula to assist clients in achieving their financial goals.
Work at Mutual of Omaha
Josh Meyer has held multiple roles at Mutual of Omaha since 2008, currently serving as an Association Member Benefit Specialist and Insurance Agent in Fort Myers, FL. He previously worked as a Producing Sales Manager from 2010 to 2013 and as a Field Sales Consultant from 2013 to 2018. His extensive experience at Mutual of Omaha has equipped him with the skills to design flexible and customizable employer benefits plans.
Education and Expertise
Josh Meyer studied at The Ohio State University Fisher College of Business, earning a B.S.B.A. in Finance from 1998 to 2002. He furthered his education at The American College of Financial Services, where he achieved the LUTCF designation from 2010 to 2012 and the Financial Services Certified Professional (FSCP) designation in 2016. His studies focused on financial planning, life, health, and retirement planning.
Background
Josh Meyer began his career in the financial services industry after completing his education. He has worked with various clients, including top influencers and thought leaders, to create unique financial impact plans. He also collaborates with business owners and entrepreneurs at Peak Legacy Partners LLC to help them define and create living and lasting legacies.
Achievements
Josh Meyer developed the Income Shield Formula, a framework designed to assist clients in executing both pressing and long-term financial goals. He advocates for automation in financial planning, aiming to save clients time and ensure consistent financial management. His work emphasizes individual prioritization planning to meet diverse financial objectives.