John LeRose

Investment Advisor, Financial Services Representative

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

Phone: (414)615-4893
Fax: (414)615-4860
E-mail: jlerose@metlife.com

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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 clients’ 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

-  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

 

QUALIFICATIONS

-  Licensed to sell Accident & Health Insurance in Wisconsin

-  Licensed to sell Life Insurance in Wisconsin

-  Licensed to sell securities in Wisconsin

 

 

PERSONAL

-  20-year resident of Racine, Wisconsin

-  Education: University of Wisconsin-Madison: Bachelor of Arts degree in Economics

- Hobbies: Reading, Football