Bernie Van Eperen

Bernie Van Eperen

Financial Services Representative

MetLife - Green Bay
1710 Lawrence Drive, Ste. 100
De Pere, WI 54115

Phone: (920)632-1783
Fax: (414)615-4860
E-mail:

 

BUSINESS PHILOSOPHY
My goal is to provide a planning techniques for families and business owners. I focus on helping my clients build their financial freedom through innovative strategies. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become the main financial resource for each and every client.
 
PRODUCTS AND SERVICES

- Fixed Annuities

 

- Variable Annuities
- Charitable Giving Strategies
- Disability Income Insurance
- Estate Conservation Strategies
- Education Funding Strategies
- IRA Consolidation/Rollovers
- Long-Term Care Insurance
- Mortgage Protection (funded by life insurance and disability income insurance)
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
 
QUALIFICATIONS 
- CFP® - Financial Planner
- Licensed to sell Life & Health Insurance in Wisconsin
- Registered to offer securities products in Wisconsin
- Member of Million Dollar Round Table
PERSONAL
- Life Long resident of Northeastern WI
- Family: Wife – Laurel, Daughter – Rachel and Sons – Matthew and Daniel
- Hobbies: Golfing, Boating, Camping and Coaching Kids
 
ORGANIZATIONS 
- Member of St. Mary’s Parish, St. Mary’s Men’s Club, Wrightstown High School Alumni Association, National Association of Insurance and Financial Advisors and Million Dollar Round Table
- President of St. Mary’s Men’s Club and Northeastern Wisconsin Local Chapter of the National Association of Insurance and Financial Advisors
       -      Chairman – Finance Council St. Mary’s Parish