National Social Security Advisors

Paul McGillivray, Medicare & IRMAA Professional

A professional headshot of Paul McGillivray, Annuity Advanced Markets Specialist of M&O Marketing in Southfield, MI

Paul McGillivray

Annuity Advanced Markets Specialist, M&O Marketing

27777 Franklin Road, Suite 700
Southfield, MI 48034

2487841246

IRMAACP™ Certified #1102

Professional Profile

Paul McGillivray is a dedicated Annuity Advanced Markets Specialist at M&O Marketing, located in Southfield, MI. With a strong focus on annuity analysis, retirement planning, and taxation, Paul is committed to empowering agents, advisors, and representatives with the knowledge they need to navigate the complexities of financial planning. His expertise in these critical areas helps financial professionals make informed decisions that can significantly impact their financial futures.

Paul McGillivray has completed the IRMAACP™ training in Medicare planning, with focused expertise in Medicare and income-related premium planning.

Recognized for his reliability and deep understanding of the annuity landscape, Paul offers invaluable insights that are tailored to meet the unique needs of those professionals he serves. His collaborative approach ensures that every strategy is designed to enhance the financial well-being of clients, making him a trusted partner in achieving their retirement goals. If you're looking for a knowledgeable expert who specializes in annuities and advanced market strategies, Paul McGillivray is a resource to consider.

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How an NSSA® Certified Advisor Will Help You

An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.

Avoid Costly Social Security Claiming Mistakes

Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.

Guidance You Won’t Get from the Social Security Office

The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.