Nathan P. Shive

Credentials:
  • ChFC®
  • RICP®
  • LUTCF®
  • CLU®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

Languages: English

I work extremely hard to provide individuals, families and business owners the assistance they need to build their financial freedom. I have the skills, knowledge and experience required to help meet the needs of my clients, and I network with professionals in related fields so that additional services are easily available to my clients.

PRODUCTS AND SERVICES  

  • Whole Life Insurance
  • Term Life Insurance
  • Universal Life Insurance
  • Disability Income Insurance
  • Wealth Management Services
  • Mutual Funds & General Securities
  • Variable Annuities
  • Fixed Annuities
  • IRA Consolidation / Rollovers
  • Pension Payout Alternatives
  • Pension Transfer / Rollovers
  • Education Funding Strategies
  • Employee Benefits
  • Group Retirement Plans (401k, 403b, 457)
  • Key Person Insurance
  • Buy-Sell Business Protection
  • Estate Conservation Strategies
  • Long-Term Care Insurance
  • Mortgage Protection
  • Charitable Giving Strategies

Education

Messiah College, Grantham PA (B.A., Political Science)
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Retirement Income Certified Professional (RICP®)
Life Underwriting Training Council Fellow (LUTCF)

Hobbies

Weight training
History
Writing

Affiliations & Memberships

Member of National Association of Insurance and Financial Advisors (NAIFA)
Former Board Member, NAIFA-Lehigh Valley

Community Involvement

Bible Baptist Church, Breinigsville PA, Capital Improvements Committee, former Deacon & Treasurer
TEAMS for Medical Missions, Allentown PA, Board Member

See Nathan’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Nathan

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MassMutual Greater Philadelphia - Allentown Office

Satellite Office

4905 Tilghman Street, Suite 200
Allentown, PA 18104-9130

CRN202008-234829