Life Insurance Appleton WI

Looking for Life Insurance in Appleton? We have compiled a list of businesses and services around Appleton that should help you with your search. We hope this page helps you find Life Insurance in Appleton.

Jason McGlone
3701 E. Evergreen Drive
Appleton, WI
Company
Title: Senior Partner
Company: Kerntke Otto McGlone Wealth Management Group
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Northern Michigan University/Science Degree in Economics
The American College/Master of Science in Financial Services (MSFS)
Years Experience
Years Experience: 12
Service
Wealth Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Annuities,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Planning For Personal Finan

Data Provided By:
C TeRonde Ins Agcy Inc
(920) 722-4277
1108 Breezewood Lane
Neenah, WI
Alternate Phone Number
(920) 722-4277
Services
Insurance

Ms. Elizabeth Anne Gibson (RFC®), CFP
(920) 433-3062
200 N Adams St MS 7827
Green Bay, WI
Company
Associated Wealth Management
Qualifications
Years of Experience: 10
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Trustee Service, Executive Compensation Planning, personal Coach, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, BuySell, LiabCover, Compensation Plans

Data Provided By:
Jason McGlone
3701 E. Evergreen Drive
Appleton, WI
Company
Title: Senior Partner
Company: Kerntke Otto McGlone Wealth Management Group
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Northern Michigan University/Science Degree in Economics
The American College/Master of Science in Financial Services (MSFS)
Years Experience
Years Experience: 12
Service
Wealth Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Annuities,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Planning For Personal Finan

Data Provided By:
Mr. Albert Timm (RFC®), LUTCF
(414) 421-7500
3073 S Chase Ave Ste 322-4
Milwaukee, WI
Company
Timm Financial Management Association
Qualifications
Education: Graduate of Purdue University Life Ins. Marketing Institute and Estate Conservation 1&2.
Years of Experience: 43
Membership
IARFC
Services
Invoice, Retirement Planning, Seminars Work, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, BuySell

Data Provided By:
Derick Schuhart
1981 Midway Rd
Menasha, WI
Company
Title: President
Company: WealthAbundance Wealth Management
Type
Registered Investor: Yes
Service
Annuities,Alternative Asset Class Planning,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Retirement Planning,Investment Consulting & Allocation Design,Retirement Income Distribution

Data Provided By:
Mr. Puthan(VJ) M. Vijayan (RFC®), CEP, MBA
(262) 754-1672
20720 Watertown Road, Suite 106
Waukesha, WI
Company
PMV Investment Advisors, LLC
Qualifications
Education: CEP,RFC,MBA,CLTC
Years of Experience: 24
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell, LiabCover, Compensation Plans

Data Provided By:
Julie A. Osladil (RFC®), MBA
(920) 894-7835
PO Box 125
Kiel, WI
Qualifications
Years of Experience: 4
Membership
IARFC
Services
Invoice, Estate Planning, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Healthcare Accounts

Data Provided By:
Derick Schuhart
1981 Midway Rd
Menasha, WI
Company
Title: President
Company: WealthAbundance Wealth Management
Type
Registered Investor: Yes
Service
Annuities,Alternative Asset Class Planning,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Retirement Planning,Investment Consulting & Allocation Design,Retirement Income Distribution

Data Provided By:
Mr. Samuel Giordano (RFC®), LUTCF
(262) 786-8045
17160 W. North Ave Ste 102
Brookfield, WI
Company
Global Financial Group
Qualifications
Years of Experience: 18
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Family Offices, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Data Provided By:

8 Life Insurance Myths To Be Aware Of

by Special to Casa Latina on September 7, 2010

in La Buena Vida

Life insurance is an often overlooked part of a family’s financial plan. However, with the right policy money issues need not be a consideration if tragedy does strikes. People should understand the life insurance process before, during and after they buy policies explains Amy Danise, senior managing editor of Insure.com. Misunderstandings can lead to bad financial decisions. Below are some common myths to be aware of.

Myth #1: There’s a universal database of life insurance policies that I can use to find my relative’s policy number

This problem often starts with the insured person, who never fully divulges where the policy paperwork is kept. Beneficiaries can’t make a claim without knowing at least the name of the life insurance company. Unfortunately there is no company or agency that tracks all life insurance policies sold in the United States.

Myth #2: Anyone can take out a life insurance policy on you

Your friend, neighbor, sibling – even spouse – can’t buy life insurance on you without your knowledge. The application process usually requires a medical exam – or at least your signature on papers.

Myth #3: Life insurance companies look for ways to reject people

When we talk about buying life insurance, we often end up talking about medical conditions and other risks that can knock you out of the market. But life insurers do try to offer life insurance quotes to applicants with medical problems.

Myth #4: I have group life insurance through work so I’m all set

The life insurance you buy through work isn’t portable. If you lose or leave your job, you’ll be without life insurance. It’s a much better plan to buy life insurance on your own.

Myth #5: A life insurance application rejection means you’re uninsurable

A rejection from one company doesn’t mean that others will do the same. It’s important to keep looking.

Myth #6: My spouse is still young and can go back to work if I die

Assuming your surviving spouse will quickly find well-paying work isn’t a good financial plan. Life insurance also allows you to provide college tuition and money for other large expenses if you’re no longer around.

Myth #7: The government will take care of my family

Payments from government sources like Social Security are inadequate to provide financial stability in the event o...

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