Bob Rauch

Bob Rauch

Financial Services Representative

MetLife - Madison
2310 Crossroads Drive Ste. 4800
Madison, WI 53718

Phone: (608)237-5808
Fax: (608)257-4049
E-mail:


BUSINESS PHILOSOPHY

My goal is to provide families and business owners assistance in planning for a solid financial future.  My practice focuses on retirement and estate conservation strategies.  I have the skills, knowledge and experience required to assist clients with their objectives.

      

         PRODUCTS AND SERVICES

-  401(k,) Simple IRA, SEP

-  Profit Sharing Plans

-  Pension Payout Alternatives

-  Pension Transfer/Rollovers

-  IRA Consolidation/Rollovers

-  Tax Sheltered Annuities, 403(b) Plans

-   Fixed and Variable Annuities

-  Charitable Giving Strategies

-  Disability Income Insurance

-  Estate Conservation Strategies

-  Education Funding Strategies

-  Long-Term Care Insurance

-  Mortgage Protection (through life insurance and disability income insurance)

-  Term Insurance

 

QUALIFICATIONS

-  Licensed to sell Life & Health Insurance in WI

-  Licensed to sell Property & Casualty Insurance in WI

 

PERSONAL

-  Lifetime resident of Madison area

        -  Family:  Married with one son and three step children

                -  Hobbies: Snow skiing, Boating, Water skiing, Golf, Bowling,