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OUR COMPANY - Management Matthew L. Goldwasser, LUTCF, CLTC
Matthew L. Goldwasser, LUTCF, CLTC, entered the life insurance business to help solve the financial problems businesses and families are often faced with. “When I meet with a prospective client, I listen to their questions and concerns for their family or their business, then evaluate how we can best work to resolve those concerns, make recommendations, and implement the best plan to achieve their goals. I draw no distinction between making recommendations for a client, or for a member of my family, and that is how I can best serve my clients”, says Matt. “I service my clients the way I would want to be serviced, if I were in their shoes.” Matt currently focuses a lot of his time and energy working with his clients on their Long Term Care Insurance concerns, while also assisting his clients with their life and disability insurance needs. Matt has also developed a reputation for being able to help companies reduce the cost of their group life, disability, health and dental insurance. Matt is passionate about community involvement and sits on the board of the University of Massachusetts -Amherst Hillel House, and on the board of the Young Leadership Division of Combined Jewish Philanthropies in Boston. He is involved with the Alumni Council at the Fessenden School in Newton, and has participated in fundraising for the Jimmy Fund as well as several other charitable organizations. Matt is also a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Boston Estate Planning Council. Matt has completed the requirements for the LUTCF designation which is conferred only upon those individuals who meet or exceed the qualification standards determined by The American College and the NAIFA. Matt is a member of the Million Dollar Round Table (MDRT), an organization comprised of the top 1% of insurance professionals worldwide. He enjoys art, travel, and riding his motorcycle. A graduate of the University of Massachusetts-Amherst, Matt and his wife JulieSue reside in Brookline, Massachusetts. |
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| Goldwasser-Appel Insurance Advisors, LLC | Suite 901 | One Gateway Center | Newton, MA 02458 | P: (617) 332-6600 | F: (617) 332-0776 |