Kyle Breitzman

Kyle Breitzman

Financial Services Representative

Visit my web site!

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

Phone: (414)615-4936
Fax: (414)615-4860
Mobile Phone: 262-527-9997
E-mail:

 

BUSINESS PHILOSOPHY
My dream is for all of my clients to dream big.
I am dedicated to assisting them with the creation and implementation of their retirement plans. Although the process requires care, focus, persistency, and flexibility; my clients smile more, walk taller and are nicer to their neighbors.
 
 
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
 

 

QUALIFICATIONS
§         Licensed to sell Life & Health Insurance in Wisconsin
§         Registered to offer securities products in WI, AZ, IL, and MN
§         Series 7 and 66 securities registrations
§         Acknowledged as SuperSTARter for outstanding first quarter sales
 
PERSONAL
§         8 year resident of Pewaukee
§         Family: Wife Spring, Parents Dan & Dianne, Brother Kristofer, et al
§         University of Wisconsin-Madison BBA Finance & Marketing
§         Hobbies: Golf, Co-ed Softball and Volleyball, Skiing, Traveling, Community Theater, Movies
§         Volunteer: Special Olympics
 
 
ORGANIZATIONS
§         Member: Beta Gamma Sigma Business Fraternity
§         Member: Chi Phi Fraternity
§         Member: Wisconsin Alumni Association
§         Member: Oconomowoc Chamber of Commerce
 

I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances. Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency, Inc.(EGA), 300 Davidson Avenue, Somerset, NJ 08873, a MetLife company.