Matt Stone

Thank you for visiting my RSSA page. I’m proud to offer the valuable resources the RSSA designation affords, in addition to my agency’s current portfolio of services. Becoming an RSSA is part of my continuing commitment to better help those looking for answers and comprehensive solutions to life’s important health and financial related concerns.

My name is Matt Stone. I’m licensed and credentialed Life and Health Insurance producer living in Meridian, Idaho with the ability to help clients in Oregon, Utah, Arizona, and Texas as well. 

I’ve been married to my amazing wife for 20+ years, and we have two fast growing boys in high school. We also have tabby cat named Twist and an 11-year-old chocolate lab we rescued in the end December 2024 named Bruno.

For the last twenty years I’ve worked in retail and commercial banking, and insurance, holding my insurance licenses since June 2015.

During this time, I’ve sat across from and have had countless conversations with people about their financial and health related concerns. These conversations have given me perspective, insight, and knowledge to guide my clients though nearly every stage of life. 

My agency is dedicated to offering a helping hand on your journey toward comprehensive Life, Health, & Retirement solutions. 

I believe that personalization is key, and your health is a priority. 

I am committed to take the necessary time for you to understand your options so you can make the most informed decision to protect you and your family.

I offer ongoing support and an annual review to ensure your plans are still the most appropriate for your current situation. 

Completing the RSSA certification means I have received training in Social Security regulations, including claiming strategies for different situations. After taking the comprehensive course, I passed a proctored exam in order to earn the RSSA certificate. 

Determining when to claim your Social Security benefits can be challenging. I will help you navigate these pitfalls and answer questions you don’t know to ask. We will also take time to balance your Social Security choices with your overall retirement planning. 

If you decide to work with me, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits. 

In addition to Social Security Planning, ask me about the following services I can help with:

• Annuities
• Medicare Advantage
• Medicare Supplements
• Life Insurance
• Individual, Family, and Group Health Insurance
• Dental, Vision, and Hearing Insurance
• Short and Long-Term Care Insurance
• Cancer, Heart Attack, and Stroke Insurance

Thank you for visiting my RSSA page. I look forward to speaking with you soon and being a resource for you and your family.