top of page
Kim Purnell

Adaptive Marketing Group, LLC

A Wix Legend Marketplace Agency
  • Facebook
  • LinkedIn
  • Instagram
  • Twitter

CLIENT RESOURCES

Crisis Planning

Crisis Planning

Asset Preservation
73
Credit Card Merchant Audit

Credit Card Merchant Audit

Business Planning | Preservation | Solutions
100
Phantom Stock Purchase

Phantom Stock Purchase

Business Planning | Preservation | Solutions
93
LTIP Long Term Incentive Plan

LTIP Long Term Incentive Plan

Business Planning | Preservation | Solutions
98
Restricted Endorsement Bonus Arrangement (REBA)

Restricted Endorsement Bonus Arrangement (REBA)

Business Planning | Preservation | Solutions
96
Disability Income Strategies

Disability Income Strategies

Business Planning | Preservation | Solutions
90
BOLI (Banked Owned Life Insurance)

BOLI (Banked Owned Life Insurance)

Business Planning | Preservation | Solutions
101
Premium Financed Life Insurance

Premium Financed Life Insurance

Business Planning | Preservation | Solutions
89
Banking on Yourself - Sound Planning Strategy

Banking on Yourself - Sound Planning Strategy

Business Planning | Preservation | Solutions
84
ESOP (Employee Stock Option Plan)

ESOP (Employee Stock Option Plan)

Business Planning | Preservation | Solutions
86
409 Executive Benefit

409 Executive Benefit

Business Planning | Preservation | Solutions
88
Split Dollar Agreement

Split Dollar Agreement

Business Planning | Preservation | Solutions
97
 Worker Opportunity Tax Credit?

Worker Opportunity Tax Credit?

Business Planning | Preservation | Solutions
99
What is Property Tax Audit and what's involved with such an audit?

What is Property Tax Audit and what's involved with such an audit?

Business Planning | Preservation | Solutions
102
Deferred Compensation Arrangement

Deferred Compensation Arrangement

Business Planning | Preservation | Solutions
94
Work Comp Insurance Audit

Work Comp Insurance Audit

Business Planning | Preservation | Solutions
87
Buy Sell Arrangement

Buy Sell Arrangement

Business Planning | Preservation | Solutions
91
COLI Corporate Owned Life Insurance

COLI Corporate Owned Life Insurance

Business Planning | Preservation | Solutions
95
Supplemental Retirement Plan (SERP)

Supplemental Retirement Plan (SERP)

Business Planning | Preservation | Solutions
104
Key Person Insurance Benefits

Key Person Insurance Benefits

Business Planning | Preservation | Solutions
92
The R&D Tax Credit

The R&D Tax Credit

Business Planning | Preservation | Solutions
103
Cost Segregation & Engineering-based Cost Segregation Studies

Cost Segregation & Engineering-based Cost Segregation Studies

Business Planning | Preservation | Solutions
85
Caring Conversation Introduction

Caring Conversation Introduction

Caring Conversation
1
Caring Conversation | I won't see the effects until...

Caring Conversation | I won't see the effects until...

Caring Conversation
12
Caring Conversation | Many Faces of Caregiving

Caring Conversation | Many Faces of Caregiving

Caring Conversation
3
Caring Conversation | How Not To Tear Family Apart ( Family Edition )

Caring Conversation | How Not To Tear Family Apart ( Family Edition )

Caring Conversation
2
Caring Conversation | Social Security Turns 88

Caring Conversation | Social Security Turns 88

Caring Conversation
9
Caring Conversation | Retirement Planning, HSAs, & LTC

Caring Conversation | Retirement Planning, HSAs, & LTC

Caring Conversation
4
Caring Conversation | Are you ready?

Caring Conversation | Are you ready?

Caring Conversation
13
Caring Conversation | So Much of Me

Caring Conversation | So Much of Me

Caring Conversation
14
Caring Conversation | Up Up and Away

Caring Conversation | Up Up and Away

Caring Conversation
5
Caring Conversation | Punch in the face.

Caring Conversation | Punch in the face.

Caring Conversation
15
Caring Conversation | Having The Conversation!

Caring Conversation | Having The Conversation!

Caring Conversation
6
Caring Conversation | Does where you retire matter?

Caring Conversation | Does where you retire matter?

Caring Conversation
11
Caring Conversation | It's a Women's Issue

Caring Conversation | It's a Women's Issue

Caring Conversation
7
Caring Conversation | Are you convinced yet?

Caring Conversation | Are you convinced yet?

Caring Conversation
8
How Not To Tear Your Family Apart

How Not To Tear Your Family Apart

Caring Conversation
16
Caring Conversation | Workplace & Boomer Generation

Caring Conversation | Workplace & Boomer Generation

Caring Conversation
10
Hospital Indemnity Insurance

Hospital Indemnity Insurance

Health Care Planning
74
NAIC Cancer Insurance Guide

NAIC Cancer Insurance Guide

Health Care Planning
76
Are You Insurable?

Are You Insurable?

Health Care Planning
75
Affordable Health Insurance

Affordable Health Insurance

Health Care Planning
77
Life Insurance - Permanent Coverage

Life Insurance - Permanent Coverage

Life Insurance | Estate Planning
68
Life Insurance - Final Expense Coverage

Life Insurance - Final Expense Coverage

Life Insurance | Estate Planning
69
Living Will & Durable Power of Attorney

Living Will & Durable Power of Attorney

Life Insurance | Estate Planning
70
Life Insurance - Critical Illness Rider

Life Insurance - Critical Illness Rider

Life Insurance | Estate Planning
67
Life Insurance - Variable Coverage

Life Insurance - Variable Coverage

Life Insurance | Estate Planning
72
Life Insurance - Term Coverage

Life Insurance - Term Coverage

Life Insurance | Estate Planning
63
Life Insurance Settlement

Life Insurance Settlement

Life Insurance | Estate Planning
65
Charitable Gifting

Charitable Gifting

Life Insurance | Estate Planning
71
Life Insurance - Mortgage Protection Coverage

Life Insurance - Mortgage Protection Coverage

Life Insurance | Estate Planning
64
Endowment Trust

Endowment Trust

Life Insurance | Estate Planning
66
Long Term Care Insurance and Linked Life Insurance

Long Term Care Insurance and Linked Life Insurance

Long Term Care Planning
36
Long Term Care - Who Pay for long term care services?

Long Term Care - Who Pay for long term care services?

Long Term Care Planning
31
Tax Free Long Term Care

Tax Free Long Term Care

Long Term Care Planning
43
Long Term Care - Ways to Save Money

Long Term Care - Ways to Save Money

Long Term Care Planning
44
Long Term Care Insurance - How does a Traditional LTCI policy work?

Long Term Care Insurance - How does a Traditional LTCI policy work?

Long Term Care Planning
47
Long Term Care Guide

Long Term Care Guide

Long Term Care Planning
50
Genworth- Caregiving

Genworth- Caregiving

Long Term Care Planning
26
Long Term Care - 10 Key Questions

Long Term Care - 10 Key Questions

Long Term Care Planning
49
Long Term Care Insurance - The Federal Long - Term Care Employee  Program

Long Term Care Insurance - The Federal Long - Term Care Employee Program

Long Term Care Planning
39
Long Term Care- Can you afford to self-insure?

Long Term Care- Can you afford to self-insure?

Long Term Care Planning
33
Long Term Care - What are your care options?

Long Term Care - What are your care options?

Long Term Care Planning
29
Long Term Care Self Assessment

Long Term Care Self Assessment

Long Term Care Planning
83
Long Term Care- What are Activities of Daily Living

Long Term Care- What are Activities of Daily Living

Long Term Care Planning
30
Long-Term Care & Filial Responsibility

Long-Term Care & Filial Responsibility

Long Term Care Planning
38
Long Term Care - What you need to know

Long Term Care - What you need to know

Long Term Care Planning
41
Long Term Care - Instrumental Activities of Daily Living

Long Term Care - Instrumental Activities of Daily Living

Long Term Care Planning
80
Long Term Care Insurance - Asset Based Hybrid Policies

Long Term Care Insurance - Asset Based Hybrid Policies

Long Term Care Planning
81
State Long Term Care Partnership

State Long Term Care Partnership

Long Term Care Planning
37
Long Term Care Insurance - Annuity Care

Long Term Care Insurance - Annuity Care

Long Term Care Planning
46
Long Term Care - Partnership

Long Term Care - Partnership

Long Term Care Planning
48
Long Term Care and Washington State

Long Term Care and Washington State

Long Term Care Planning
82
Long Term Care - What is it?

Long Term Care - What is it?

Long Term Care Planning
34
Long Term Care -Who Needs It?

Long Term Care -Who Needs It?

Long Term Care Planning
42
Long Term Care Insurance - Tax Saving Methods for Funding LTCI

Long Term Care Insurance - Tax Saving Methods for Funding LTCI

Long Term Care Planning
32
Long Term Care - Financial Impact

Long Term Care - Financial Impact

Long Term Care Planning
35
Hearts & Minds. Consumer Study LTC Insurance

Hearts & Minds. Consumer Study LTC Insurance

Long Term Care Planning
27
Paying for Long Term Care

Paying for Long Term Care

Long Term Care Planning
45
Taking Care of Tomorrow

Taking Care of Tomorrow

Long Term Care Planning
40
LTC & 1035 Exchange

LTC & 1035 Exchange

Long Term Care Planning
28
The Invisible Patient

The Invisible Patient

Long Term Care | Retirement
53
Mind Your Elders

Mind Your Elders

Long Term Care | Retirement
52
Continuing Care Retirement Communities

Continuing Care Retirement Communities

Long Term Care | Retirement
51
Medicare and Long Term Care

Medicare and Long Term Care

Medicare Planning
23
Medicare Advantage Part C

Medicare Advantage Part C

Medicare Planning
20
Medicare & You

Medicare & You

Medicare Planning
17
Medicare Supplement

Medicare Supplement

Medicare Planning
22
Medicare - Types of Medicare Advantage

Medicare - Types of Medicare Advantage

Medicare Planning
19
Medicare & Dental Coverage

Medicare & Dental Coverage

Medicare Planning
25
Medicare and Traveling Abroad

Medicare and Traveling Abroad

Medicare Planning
24
Medicare Annual Enrollment

Medicare Annual Enrollment

Medicare Planning
18
Medicare Part D

Medicare Part D

Medicare Planning
21
NAIC Pet Insurance Guide

NAIC Pet Insurance Guide

Misc
79
Annuity Definitions

Annuity Definitions

Retirement Planning | Guaranteed Income
54
Women - Are the Financial Decision Makers

Women - Are the Financial Decision Makers

Retirement Planning | Guaranteed Income
55
QLAC -Qualified Annuity

QLAC -Qualified Annuity

Retirement Planning | Guaranteed Income
58
Social Security Maximization

Social Security Maximization

Retirement Planning | Guaranteed Income
56
Required Minimum Distribution Revised Edition

Required Minimum Distribution Revised Edition

Retirement Planning | Guaranteed Income
60
Retirement Checklist

Retirement Checklist

Retirement Planning | Guaranteed Income
62
ROTH IRA

ROTH IRA

Retirement Planning | Guaranteed Income
59
Deferred Annuity- How does it work?

Deferred Annuity- How does it work?

Retirement Planning | Guaranteed Income
61
Retire Your Risk. Annuity Glossary

Retire Your Risk. Annuity Glossary

Retirement Planning | Guaranteed Income
57

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. By providing your contact information for quote requests for material downloads, you grant permission for licensed insurance agent, identified here, to call you regarding your Medicare options including Medicare Supplement, Medicare Advantage, and Prescription Drug Plans.

Plans We Represent [Listed Here]

AGENCY LOGO

A Licensed Agent/Advisor May Contact You. Consult your legal, tax accountant, financial and insurance professional for more advice. Any voluntarily submitted or collected information is used solely for the purpose of insurance underwriting and price quotes and not sold or used for any other marketing or solicitation purpose. Not affiliated with CMS, Medicare or any other federal and state agency. Content on this site is not intended to provide legal, accounting or tax advice.

Adaptive Marketing Group, LLC

898 Glendale Ave Palm Bay, FL 32907

Florida

A000000

[Mobile Phone]

321-327-9049

Insurance & Retirement Planning Specialist

Kim Purnell

FINRA, or the **Financial Industry Regulatory Authority**, is a self-regulatory organization that oversees the brokerage industry. FINRA has rules and guidance on disclosure in advertising and other communications with the public ?.

FINRA encourages members to be precise and succinct in their explanations and disclosures. Members often include in their communications disclosures that are not required by the rules, and FINRA does not object to additional explanations or information beyond what is required for rule compliance ?.

You can learn more about FINRA's rules and guidance on disclosure from their website ?.

Source: Conversation with Bing, 6/28/2023
(1) Regulatory Notice 19-31 | FINRA.org. https://www.finra.org/rules-guidance/notices/19-31.
(2) Advertising Regulation | FINRA.org. https://www.finra.org/rules-guidance/key-topics/advertising-regulation.
(3) Disclosure Report Cards | FINRA.org. https://www.finra.org/compliance-tools/report-center/disclosure.

Added if required

bottom of page