Derick Klug

Agency Sales Director

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

Phone: (414)977-3343
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 and 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

•  Mutual Funds

•  Tax Sheltered Annuities, 403(b) Plans

•  Term Insurance

•  Universal Life Insurance

•  Variable Universal Life Insurance

•  Whole Life Insurance

PROFESSIONAL QUALIFICATIONS

•  Licensed to sell Life & Health Insurance in Wisconsin

•  Registered to offer securities products in Wisconsin

•  Bachelor’s Degree in Communication from the University of Wisconsin-Whitewater

PERSONAL

•  8-year resident of Racine, Wisconsin

•  Wife Christine and two children Maria and Anthony

•  Hobbies include spending time with family and playing basketball

ORGANIZATIONS

•  Member of Saints Constantine & Helen Church in Wauwatosa

•  Member of the Princeton Club in New Berlin