Loretta Roncaglione

Loretta Roncaglione

Financial Services Representative

MetLife - Marquette
843 W. Washington St.
Marquette, MI 49855

Phone: (715)845-1530 ext. 18
Fax: (715)842-1524
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 trusted 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 Michigan

-  Registered to offer securities products in Michigan

 

PERSONAL

-  Lifetime resident of the Upper Peninsula

-  I have two children, Steven and Lorissa

-  I enjoy biking, kayaking, and snowshoeing

   and raising two wonderful children

-  Graduated from Northern Michigan University

 

ORGANIZATIONS 

                -  Member of the Good News Assembly of God