Kimberly Willems

Financial Services Representative

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

Phone: (414)977-3344
Fax: (414)615-4860
E-mail:

BUSINESS PHILOSOPHY

My goal is to help provide individuals, families and small business owners with assistance in building their financial freedom. My passion is to help individuals make the most informed decisions that meet their needs. 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 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 WI

-  Registered to offer Variable Annuity products in WI

 

PERSONAL

-  Lifetime resident of Milwaukee

-  Family: Boyfriend Todd, dog Riley

-  Hobbies: Badger football & basketball, walking, team trivia

-  BBA in Marketing UW Madison

 

ORGANIZATIONS

                -  Alumni Member of Delta Delta Delta