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Mary T Gruenberg

Mary T Gruenberg
Contact Name
Mary T Gruenberg
Business Genre
Business Contact Email
mary@soarella.com
Business Phone Number
630.608.4337
Presentations(s) Expertise

Job Title & Responsibilities: CEO responsible for helping folks select appropriate coverage for their current and future life stages  [educating and informing so client has confidence in choice from array of complex product offerings]

Topic Title and Objective Line:

Programs are informative and as entertaining (as compliance will allow!)

  • “Maximizing Social Security Benefits” – minimize confusion and headaches, learn from others mistakes, heartaches and bungles so you can strategize the optimal start of your benefits and flex as appropriate
  • “Baby It’s Cold Outside” – bundling your insurance protects your estate from the frostbite of unknown hazards
  • “MACRA Macarena” – Medicare changes implement slowly; how will they impact your, or your parents, benefits

Presentation Style(Video): Interactive and engaging real-life stories   Facilitator - Teacher - Lecturer

Audience Preference:

    • Small group (under 50)
    • Medium group (50 to 100)
    • Large group (over 100)

Relevance & Professional Development:

    • BS in Marketing, NIU, graduated with honors
    • Background & Experience Decades in the financial services sector and insurance industry, teaching people ‘insurance 101, 201 and 301”; annual speaker for the Federal Reserve’s Money Smart Week campaign to promote financial literacy for all ages
    • Teaching Experience Coach for Stevenson High School, teaching athletes about fair play, a winning mindset, drills lead to skills, and other important lessons that translate from the field to real life

Certifications:

 

    • Certified Financial Planner CFP®
    • Life and Annuity Certified Professional—LACP®
    • Chartered Retirement Planning Counselor—CRPC®
    • Life Underwriter Training Council Fellow—LUTCF®

Do you offer CEUs? Yes: Future

Fun facts about speaker (to foster connection with reader)

Lifecycle of a Sports Enthusiast—HS/College Athlete, HS coach, HS referee in a sport better known on the East coast than in the Midwest

  • Company name is adapted spelling of Italian word for “sister” intended as compound of “Soar” + “Ella”
  • Live in caregiver for mother, Ella with dementia (passed in 2019 at age 95), serve on board for Community Adult Day Center in Downers Grove
  • First post-degree job was as a Restaurant Manager, YUM brands, can you guess which one?
  • Hero, my dad, who never said a critical word about anyone and was always good for his word; served in the Army in WWII; was an entrepreneur extraordinaire (insurance, real estate, tax (enrolled agent) and a travel agent–all under one roof!)—I share his approachable and principled nature with an ongoing goal of continuous learning to enhance one’s ability to help others

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