Kyle Svetlik

Kyle Svetlik

Financial Services Representative

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

Phone: (414)615-4882
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 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.

 

QUALIFICATIONS

-  Licensed to sell Life & Health Insurance in Wisconsin

-  Registered to offer Variable Annuity products in Wisconsin

-  Majored in Finance at UW-La Crosse

 

PERSONAL

-  Lifetime resident of Wisconsin

-  Middle Child, Parents Bob and Cindy Svetlik

-  Hobbies: Baseball, Golf, Fishing – pretty much any outdoor activity

        -  Education: UW-Lax, Finance and Accounting

 

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