Sal Sofia LUTCF® CEO IQS Advisor Group REALTOR® eXp Realty

IQS Advisor Group LLC "Intelligent Insurance"

Guiding individuals and business with insurance, financial planning, real estate advice for best solutions designed with protection of assets, tax free cash accumulation plans and efficient transfer of wealth for more than 25 years. Experienced & adept professional at insurance, financial, real estate, personal development & growth, helping people achieve the success they want in their lives. IQS "Intelligent Insurance" - President | REALTOR® "Where Truth and Experience Matter™"

Contact Info
Sal Sofia LUTCF® CEO IQS Advisor Group REALTOR® eXp Realty IQS Advisor Group LLC "Intelligent Insurance"
Resident license: E071880
Licensed states:
Colorado Florida Georgia Illinois Michigan New Mexico New York North Carolina Texas Virginia Wisconsin
Recommendations
15
  • Sal pure and simple knows his stuff. I can tell when someone is on top of his game or just faking it. Sal is not only knowlegeable about a variety of insurance and investment products, but just as important knows the right product for the best solution to a clients security and investment needs. Trust, honesty, and high integrity are always essential and when you're placing your trust in Sal you can sleep well at night knowing his advice is honest and sincere.

    John S
  • Salvatore is well verse and very knowledgable in meeting his clients needs. Salvatore has provided me with long term and health Isurance for me and a family member that met our specific needs. Salvator is a true professional and is someone to keep in mind for your financial planning needs.

    Joe Z
  • Sal is truly the consumate professional in all aspects of insurance and investment industries. I have had the privilege of attending a presentation/seminar given by Sal where he methodically and skillfully fielded and responded to questions by his peers as well as high functioning professionals on on his given subject matter. His many years working in his field have truly distinguished Sal as an experienced, trusted authority of the highest order.

    Ron C
  • I have known Sal for many years now. As an estate planning attorney, I referred many clients to Sal for insurance products in connection with their estate plans. Sal has always been hard-working, honest, knowledgeable and personable. I knew that he always had the client's best interest at heart and offered them the best solutions for their particular needs. I certainly would not hesitate to recommend him to anyone.

    Laura R
  • I have known Sal Sofia for over 4 years now and Sal is a highly educated financial adviser with strong values and character. He is an adviser that always looks out for the best interests of his clients before anything else. He has helped several of my clients with retirement planning, risk mitigation, financial advising and insurance services over the years and each one of them gives him praise. I would highly recommend Sal Sofia in any capacity.

    Ryan B
  • Sal is my mentor in the financial services business. He took me under his wing and taught me business techniques that sustained me for over 18 years. Tough & demanding but an honorable gentleman.A tremendous bonus is the skills I learned working with him are lifeand business skills. Looking at lives touched by my company, that is an extension to the credit of Sal. Today he remains a seasoned leader, strengthened by the refiners fire of a life guided by principle, character, and integrity

    James B
  • Sal is a very experienced General Agent. He can help an independent minded Financial Adviser get to the next level. I highly recommend his services.

    Ken S
  • Sal is information oriented and will surely provide optimum service as he has done for us . He is not only knowledgeable about the area of personal insurance but is conscientious in his handling of all aspects of the position. I recommend him highly to anyone who wishes to find a sincere professional who is interested in obtaining excellent service for his client.

    Gloria K
  • I have worked with Sal on a few complicated Life Insurance cases and his knowledge and persistance proved very valuable. I would never hesitate to recommend Sal to anyone.

    Kyle H
  • I used Sal's services last year to purchase a new life insurance policy and I highly recommend him as an expert in this field. He took the time to understand my needs and was able to procure the policy that I wanted at a competitive rate. Sal is also very personable and his style of doing business is pretty much based on honesty and integrity.

    Caetano L
  • Sal and I met back in 2007 when I was with another company and he was hired by our Controller for 401(k) reallocation and policy implementation. Sal was professional, knowledgeable, and prompt in any questions I had. Having a financial background myself, He was able to talk with me one-on-one and answer more in-depth questions. He was confident in his abilities, knew the policies, and investment options I recommend Sal if you want a professional who's not going to forget that YOU are his client

    Shirley S
  • Sal was very helpful to me with advice that helped me get my business of the ground. He was more than my insurance/finanancial agent, he was a friend. Someone who would go the extra mile for you without you having to ask. He is someone who you can talk to and who is genuinely interested in what you have to say. I miss him since he moved away but I am glad that LinkedIn keeps us in touch. I would recommend Sal without reservation because of who he is.

    Glenn T
  • Sal is a terrific businessman! I trust him, would recommend him to any of my friends, he is honest, forthright and always felt he has his clients needs first. I have know Sal for many years while he was in New York and would recommend him 100% as a financial advisor, as well as a loyal friend.

    Nancy M
  • I have worked and known Sal for many years. He offered inspiration and support to me when I first started my business. He is extremely knowledgeable and professional in everything he does, while maintaining the down-to-earth quality that makes a great person. I will always view him as a mentor to me.

    Doug T
  • It is amazing how much knowledge and support you offer to your clients. Very Lucky to have you around. Best Regards Jhon Beltran

    Jhon Beltran
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LIFE
Learn About The Different Types Of Life Insurance
• 11 min read
There are many types of insurance and many ways to look at how it fits into your financial plan. In my last column I wrote about term insurance being the “if you die prematurely” option. In this column, I’m going to do a basic revi...
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LTC
How To Plan For Long Term Care Costs
• 11 min read
When it comes to paying for long-term care costs, there are many sources of funding to consider and use according to a recent article in Retirement Daily by Ken Waltzer. What are those sources? Well, for many it likely includes a mix of assets and p...
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IUL
Retirement Planning In Your 50's
• 11 min read
Your 50s are a time of transition. Many workers reach their peak earning years in their 50s, having found their ideal career niche. If you have a family, your 50s are also the time when children have either left or are leaving the nest. That adds up...
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LIFE
Life Insurance For The Disabled?
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LIFE INSURANCE IS intended to replace lost income, pay off debt and leave an inheritance after the death of a loved one. But for Americans with disabilities, getting this important financial protection can present a challenge. "I have a 21...
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Newsletter
HEALTH
Choosing A Health Insurance Plan
• 11 min read
A couple of weeks ago, I wrote about choosing between a defined benefit and a defined contribution retirement plan. This fall, millions of Americans will face a more common choice of which health insurance plan to choose during their employer’s...
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Decisions you make about health insurance affect your finances in profound ways. Going without insurance puts you at grave risk of financial disaster -- and you'll also owe a federal tax penalty for not being covered. While buying insurance prov...
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Newsletter
HEALTH
10 Ways to Combat Rising Health Insurance Prices
• 11 min read
The quest to deliver quality health care to employees is more challenging than ever in a market where costs are rising and coverage is declining. And when it comes to the reasons employees are dissatisfied with their health plans, cost is the top gri...
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If you learn how to make the right moves with risk assessment and insurance, you can position yourself to keep your doors open—even when you experience the unexpected. And, sure, risk assessment and insurance may not be the most "glamorous...
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Have you ever wondered, "How much home insurance do I need?" Well, you might, especially when you're faced with a lengthy list of policy options from your insurance agent. Do you really need all that coverage? On average, at least 6% o...
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