Kimberly Hoppe

Kimberly Hoppe

Financial Services Representative

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

Phone: (414)977-3342
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 provide solutions to help people achieve financial security at different stages of their life, from the new family to people close to retirement.  My personal goal is to become a lifetime resource for each and every client.

 

PRODUCTS AND SERVICES

-  IRA Consolidation/Rollovers

-  Education Funding Strategies

-  Mutual Funds

-  Fixed and Variable Annuities

-  Charitable Giving Strategies

-  Disability Income Insurance

-  Estate Conservation Strategies

-  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

-  Stocks and Bonds

 

        QUALIFICATIONS

-  Licensed to sell Life & Health Insurance in Wisconsin

-  Registered to offer securities products in Wisconsin

 

PERSONAL

-  11 year resident of Franklin, WI

-  Hobbies: volleyball, biking, hiking

 

ORGANIZATIONS

                -  Member of Wisconsin State Bar