St. Marys Agency of MetLife
St. Marys Agency of MetLife

Mark S. Wagner
Financial Planner
Financial Services Representative
Registered Representative


My Personal Value Statement



My clients do business with me because I'm trustworthy, truthful, and I truly care about my clients. What this means is I always do what I say,  and because of that, they trust me to help them make difficult financial decisions they need to make. The benefit is they have an appreciation of me and the work that I do, they have clarity in our purpose, and they have a sense of security knowing that we will work together to protect their lifestyle, wealth, and possessions.



 



Thank you for visiting-



Mark



 


I am licensed and registered to offer products and services in [FL, OH, PA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

L0511179931[exp1212][All States][DC]

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Income Annuities Guide

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Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

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