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David PerezFinancial Services Representative MetLife - Green Bay
Phone: (920)632-1786 BUSINESS PHILOSOPHY I have the skills, knowledge and experience required to assist my clients in building their financial freedom . My passion is to educate my clients and the businesses I work with to help them meet their financial goals and needs. 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 - Whole Life Insurance
QUALIFICATIONS - Licensed to sell Life & Health Insurance in Wisconsin - Registered to offer variable securities products in Wisconsin - Bilingual: English and Spanish
PERSONAL - Lived all over the continental United States and Puerto Rico - Hobbies: athletics, playing the saxophone, history, reading, writing, volunteering for various organizations, dancing, woodworking, drawing and painting, hunting and fishing, completing crossword puzzles - Yankees fan since birth
ORGANIZATIONS - Member of the Oshkosh Newman Center - Member of St. Jude’s - Member of the Hispanic Chamber of Commerce 
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About Us
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9000 W. Chester Street, Suite 100 Phone: (414)615-4850 |
Metropolitan Life Insurance Company (MLIC), New York, NY 10036. Securities products offered by MetLife Securities, Inc. (MSI), Member FINRA/SIPC. Investment advisory services offered by Investment Adviser Representatives of MSI, a Registered Investment Adviser. MetLife Auto & Home is a brand of Metropolitan Property and Casualty Insurance Company and its affiliates: Economy Fire & Casualty Company, Economy Preferred Insurance Company, Metropolitan Casualty Insurance Company, Metropolitan Direct Property and Casualty Insurance Company (CA Certificate of Authority: 6730; Warwick, RI), Metropolitan General Insurance Company, Metropolitan Group Property and Casualty Insurance Company (CA COA: 6393; Warwick, RI), and Metropolitan Lloyds Insurance Company of Texas, all with administrative home offices in Warwick, RI. Coverage, rates, and discounts are available in most states to those who qualify. All companies listed above are MetLife companies!