With over 26 years of experience in the insurance and financial services fields, Greg Boling has established himself as a trusted authority in the realms of Medicare, long-term care, and Home Equity Mortgage planning. As the Vice President of Care Planning at Miser Wealth Partners, Greg‘s extensive background includes roles as an agency owner, product specialist, and business development manager. His journey has equipped him with a comprehensive understanding of the complexities that retirees face when navigating their financial futures.
Greg‘s passion for serving the senior market stems from his deep awareness of how critical Medicare and long-term care are in the overall financial planning process. He believes that these elements serve as the foundation for a robust financial strategy. By developing strong relationships with his clients, Greg takes a personalized approach, ensuring that he fully understands their unique needs and circumstances. This rapport enables him to provide tailored solutions that help clients save money while enhancing their coverage and benefits.
A strong advocate for education, Greg continuously seeks out opportunities to expand his knowledge and stay updated with industry changes. He holds the Certified for Long-Term Care (CLTC) designation, which underscores his commitment to providing clients with the best possible advice. This dedication to professional development ensures that retirees can trust Greg to guide them through the evolving landscape of healthcare and retirement planning.
In his day-to-day interactions with clients, Greg emphasizes a listen-first approach. He conducts thorough discovery sessions to uncover each individual’s specific goals and concerns. This method not only fosters trust but also enables him to create customized plans that address both current and future needs. His ultimate aim is to earn the lifelong respect of his clients, remaining available to assist them as their circumstances change over time.
When he’s not assisting clients, Greg enjoys the beautiful outdoors of East Tennessee. Whether it’s hiking, biking with his family, or boating amid the vibrant autumn foliage, he embraces the opportunities for adventure that each season brings. Greg‘s love for camping and exploring hidden gems during car trips reflects his belief in the importance of balance and joy in life—principles he aims to instill in his clients as they plan for their futures. With Greg Boling on their side, retirees can feel confident in their financial decisions, knowing they have an expert dedicated to their well-being.
