Michael C. PolinManaging Partner
Phone: 610.917.9600 Mike is a graduate of the University of North Florida with a Bachelors of Business Administration in Banking & Finance. While in college, Mike was an active member in the College of Business investment club and graduated Suma Cum Laude. Mike began his career in the investment and insurance business in 2002 and joined Premier Planning Group in the summer of 2004. He works with professionals and pre-retirees to assess retirement and distribution planning. Through his vast professional network and the experience of the Premier Planning Group team, he conducts a thorough analysis of your financial situation that begins with learning about your family situation. Key areas of planning discussion include: net worth, tax scenario, insurance protection, risk analysis, and financial objectives. Personalized solutions are crafted and introductions to CPAs, estate attorneys and bankers are provided to complete the wealth planning and protection process. Utilizing his strong communication skills, annual reviews and quarterly communications are paramount to the service that he provides to clients. Mike is licensed in the following states for insurance and securities sales: AL, CA, DE, FL, IL, MA, MD, MN, NC, NJ, NY, TX, and PA. Involvement & Recognition Mike maintains a strong commitment to civic and charitable organizations. He currently serves on the board of directors for the Phoenixville Chamber of Commerce. He is president-elect for the Rotary Club of Phoenixville and serves as chairman of their annual Thanksgiving food drive for the local food bank. In 2011, Mike was named to the Philadelphia Leadership Class which recognizes contributions of individuals to their profession and the region. He also is an active supporter in the fight against Multiple Sclerosis through fundraising and volunteer work. Mike is a qualifying member of the Million Dollar Round Table which recognizes the top financial planning professionals in the world. He also is an active member and past board member of the local chapter of the National Association of Insurance and Financial Advisors. In his spare time, Mike enjoys keeping himself fit and attending his nieces and nephews sporting events. California License # 0626117 For all investment related services, please email Michael at mpolin@aicinvest.com
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1260 Valley Forge Road,
Suite 107 One W. Fourth Street,
Suite 110 871 Baltimore Pike,
Suite 18
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*Securities and advisory services are offered solely through Ameritas Investment Corp. (AIC), member FINRA / SIPC. AIC and Premier Planning Group are not affiliated. Additional products and services may be available through Premier Planning Group that are not offered through AIC. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of AL, AZ, CA, CO, CT, DE, FL, IL, IN, KY, MA, MD, ME, MN, MO, NH, NJ, OH, PA, TX, VA, VT.
A representative from Premier Planning Group will contact you to provide requested information.