Daniel Schuerman

Financial Services Representative

MetLife - Greater Milwaukee
9000 W. Chester St. Ste.100
Milwaukee, WI 53214

Phone: (414)615-4927
Fax: (414)615-4860
E-mail:

BUSINESS PHILOSOPHY

My goal is to provide families and business owners
with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime 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 (through life insurance and disability income insurance)

-  Medicare Supplement Coverage

-  Pension Payout Alternatives

-  Pension Transfer/Rollovers

-  Tax Sheltered Annuities, 403(b) Plans

-  Term Insurance

-  Universal Life Insurance

-  Variable Universal Life Insurance

 

      QUALIFICATIONS

-  Licensed to sell Life & Health Insurance in Wisconsin

-  Registered to offer securities products in Wisconsin

 

PERSONAL

-  Lifetime resident of Wisconsin

-  Hobbies: Golf, Tennis, Fishing, Music

-  Education: University Of Wisconsin Milwaukee, B.A. in Finance

 

ORGANIZATIONS

                -  Member of U.W.M. Alumni Association