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Bios of Officers

Stephen M. Goldstein, CLTC, President

Steve started his career in the financial services industry in August, 1974.
Shortly thereafter, Steve began marketing Group Health insurance and Ancillary Products to the Small Business market, [employers with fewer than 50 employees). With that experience, Steve was hired as a Sales Manager for Blue Cross Blue Shield of Illinois in the 1980’s. Ostensibly his responsibilities required expanding the company marketing distribution channels to banks and other financial institutions. Additionally, Steve assisted in the design and implementation of Blue Cross’s new Small Group product and Affiliated Life and 401k programs. Steve has earned professional designations in Long Term Care and Qualified Retirement Plans, design and implementation.
In 1991, Steve became a Sales Manager for Humana Health Care Plans, responsible for design and implementation for Small Group products in Illinois and Northwest Indiana.
Steve and family moved to South Florida in 2001 and shortly thereafter, created Florida Health Care Marketing, Inc.
Today, Steve is growing the company to expand the product line especially in light of the new “Affordable Care Act” to include design and redesign of Qualified Retirement Plans for business owners and their employees. Steve finds great satisfaction in assisting clientele (business owners and families) in “FINDING MONIES THAT THEY WOULD BE TRANSFERRING AWAY UNKNOWINGLY AND UNNECESSARILY” and putting that money to more productive use.
Steve is strong in his belief that more than ever, understanding the new health care law and how it affects business owners and families, will be of paramount importance to all parties. Also, with current volatile financial markets, it is essential that business owners and their families reduce waste in their daily budget and seek a more balanced investment portfolio. At the same time, keep a keen eye on tax issues that will negatively affect them at retirement.

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Sherry L. Goldstein, Vice President and Director of Customer Service

Sherry has a long and satisfying background in Customer Service and Administration with large fortune 500 companies such as Brunswick Corporation, Baxter Pharmaceuticals and HSBC Corporation. Recently, Sherry managed a customer service department for a Medicare Marketing Sales office in Palm Beach County. She brings a wealth of experience to Florida Health Care Marketing, and ensures that each customer is more than satisfied with the products and services that have been offered. It is no surprise than many clienteles over the years have become personal and lasting friends.

 


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