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Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Carolina, Florida and Tennessee. Greg is well respected in the financial industry as a Complete Advisor. Being able to help Americans save taxes and reduce their risk in their retirement portfolios is what Greg specializes in. He has helped hundreds of clients’ have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, medicaid, inflation and the ups and downs of the stock market. Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career. Greg resides in Greenville and have been together for over 33 years. He has four children and one grand-daughter.
Saturday, July 26, 2025
Join hosts Greg Elie and Patti Jaynes in this week's episode off My Money Is Safe with Greg Elie, where they examine smart strategies for securing your financial future. Greg and Patti dive into the power of in-service rollovers and tax-free strategies to protect your wealth in a volatile market. Greg shares a real client story, showing how a couple with a $1.6 million 401(k) can safeguard their savings and generate guaranteed retirement income. Discover the benefits of a properly structured life insurance plan (P-SLIP) and learn how to take control of your finances. Visit mymoneyissafe.com or call 941-919-7233 (Sarasota) or 864-989-0176 (Greenville) to request a free copy of Greg’s book, Prosperity Plan ABCs. Tune in for practical insights to ensure your money is safe and working for you!
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