Anita Bobetich CRPC
Independent Health/Life/Annuity Licensed Agent
I am a Chartered Retirement Planning Counselor (CRPC) with a designation from Kaplan College. As a licensed Independent Insurance Agent, I believe in educating retirees and pre-retirees and helping them become aware of the importance of well-managed retirement income planning.
Unlike other licensed retirement counselors and agents, I also hold certification in Tax Preparation and can offer you comprehensive and smart tax advice on how annuities are structured.
I also provide Medicare supplements and consultations to help you with every aspect of retirement from finances to healthcare!
I take great pride in sharing my knowledge and extensive experience with each and every one of my clients. By educating them about finances, I can help people make smarter financial decisions.
I believe it is never too late to take control of your finances and improve your financial situation for financial independence in later life. You have worked hard for your money– now, it is time to sit back, relax, and let the money do the hard work for you.
Linda Cox
Licensed Independent Insurance Agent
I have been an independent licensed life, property and casualty life insurance agent for over 10 years. I feel that future plans are important, regardless of age. The consumer deserves to be properly informed and educated in order to make the decision that is best for them and their situation. As an independent agent I am able to research and present a variety of products to consumers, not just those limited to one carrier. I continually educate myself on changes and new products within the industry by listing to podcasts, attending webinars and reading product updates, etc. I am a “people person”. I enjoy meeting new people and helping them. The “annuity decision” can be a huge decision. I believe that a good, trusting relationship between agent and client and proper education and knowledge are the foundation, the cornerstone to make a good decision.
I am a lifelong resident of Glen Burnie, Maryland. I enjoy hiking, day trips, reading and photography. I love spending time with my family and my “fur-kids” Trixie, Mollie and Suki.
How I Got Started
I have an extensive background in customer finance, customer service, and business development. I kicked off my career first as a mortgage officer and made my way up to business banking, commercial banking, and financial investments.
Working in these fields helped me develop strong skills in finance, investments, sales, and customer service and increased my motivation for entrepreneurship. Using my business acumen and skills, I was able to convert my pet hobby into a half-a-million-dollar business that remained successful for 20 years, until I decided to sell it and chose to retire from the pet service industry.
However, retirement was not my ultimate goal. After I realized that retirement means a whole new life adjustment by way of financial changes, I embarked on a journey to educate myself further.
I successfully obtained my life insurance license along with a certification in Tax Preparation to help clients who had purchased annuities. Still, I believed I had more to do.
I enrolled for a Kaplan College Course Designation and obtained my CRPC credential in order to counsel retirees and pre-retirees on retirement planning.
Currently, I live in Pasadena, MD, with my husband, John, and a menagerie of furry friends. I have two beautiful daughters, two wonderful sons, and two adorable grandchildren.
WE ARE A PROUD MEMBER OF THE SAFE MONEY PLACES AGENT NETWORK
What’s the Safe Money Places Agent Network?
The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy.
The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe.
Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH.
Please visit our educational website www.SafeMoneyPlaces.com for more information.
