MichaelLamsfuss.com Financial Professional Life Insurance Annuities LTC
Michael Jung Mo Lamsfuss, Financial Services Professional

Mission Statement: Provide top notch insurance and financial strategies for people that understand, time is money.

 

 

 

 

 

 

Michael Lamsfuss’ is a financial services professional who specializes in retirement planning with an emphasis in wealth transfer. Michael’s specialties include, solving planning problems faced by traditional micro retirement strategies and supplemental retirement plans for highly compensated employees or business owners. Prior to the financial industry, Michael was a consultant in the computer engineering field.

 

Honors
·         Life AllStar Award (2008)
·         Career Life Producer Award (2007)
·         Career Life Success Award (2006)
 
Education
·         2002 M.S., cum laude, J.B. Speed School of Engineering
·         2001 B.S., cum laude, J.B. Speed School of Engineering
·         1998, Honorable Discharge, US Army
 
Publications
            Michael Lamsfuss has articles published in Aging Well.
 
Professional Activities and Memberships
·         Member, NAIFA
·         Southern Indiana Chamber of Commerce
·         Southern Indiana Estate Planning Council
 
Licensed/Territories
·         Kentucky
·         Indiana
 
Civic Involvement
·         Director, Louisville Korean School (2007-2008)
·         Volunteer, Senior Care Experts (2006-2008)
·         Volunteer, National Kidney Foundation of Kentucky (2007-2008)
 
Tasks
·         Finding, building and maintaining client relationships
·         Meeting with clients, their advisors and referral sources
·         Follow up with clients via annual, semi annual or quarterly correspondences


Michael Lamsfuss is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of KY and IN. No insurance business may be conducted outside these states referenced.


Michael Lamsfuss is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer, a licensed insurance agency, 9300 Shelbyville Rd, Suite 1250, Louisville, KY 40222 (502) 327-8589. In this regard, this communication is strictly intended for individuals residing in the states of IN & KY. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Lamsfuss is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.
Account Access

View Your Personal Accounts



Personal Folders

Create or Access Personal Folders

Log in or create a Personal Folder.

Newsletters

Go Green, But with Care

Socially responsible investing has become a force to be reckoned with.

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

It's Not as Bad as You Think

Economic indicators, including GDP, are signaling continued growth, but consumer confidence is lower than it's been in years. Why do these figures seem to be moving in opposite directions?

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

More Newsletters →