Kevin Fisher

Kevin Fisher

Financial Services Representative

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

Phone: (608)237-5818
Fax: (608)257-4049
E-mail:

  • Registered Representative of MetLife Securities, Inc.

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

·   Retirement Planning

·   IRA Consolidation/Rollovers

·   Mutual Funds

·   Estate Conservation Strategies

·   Investments

·   Setting up and maintaining Group Benefits

·   Lump Sum Pension Distribution

·   Pension Payout Alternatives

·   Pension Transfer/Rollovers

·   Education Funding Strategies

·   Charitable Giving Strategies

·   Long Term Care Insurance

·   Tax Sheltered Annuities, 403(b) Plans

·   Disability Income Insurance

·   Annuities

·   Life and Health Insurance

 

AWARDS AND RECOGNITION

Achieved the Great Lakes Senior of the Year award in 2011, an honor recognizing a MetLife associate who have successfully demonstrated the ability to attract, develop, and retain clients by helping them meet their financial security needs.

 

        QUALIFICATIONS

·   Registered to offer securities in Wisconsin and Colorado

·   Licensed to offer Life Insurance in Wisconsin, Florida, Missouri, and Minnesota

·   Licensed to offer Health Insurance in Wisconsin

·   Graduate of Edgewood College with a degree in Business Finance

 

IMPORTANT PLANNING EVENTS

·   Changing of Jobs or Careers

·   Applying for Social Security and Medicare

·   Planning for Required Minimum Distributions

·   Retirement and Investing for Retirement

·   Marriage

·   Purchasing a New Home

·   Birth of Children

·   College Funding for Children

 

 

PERSONAL

·   Grew up in Green Bay, WI and moved to Madison in 2004

·   Enjoys the Green Bay Packers, Wisconsin Badgers, golfing, traveling and soccer

·   Captain of College Men’s Soccer Team

 

 

ORGANIZATIONS

    -   Member of Madison United Soccer Club

    -   EdgewoodCollegeAlumni