Matthew Moris

Financial Services Representative

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

Phone: (414)615-4939
Fax: (414)615-4860
E-mail: mmoris@metlife.com

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building financial freedom. I have the skills and knowledge required to help meet my clients’ financial needs. I understand that there isn’t a ‘one size fits all’ plan that works for everyone…we will work together to find the best path to help you achieve financial success and achieve your 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

-  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

-  Resident: West Bend (Kewaskum School Dist.)

-  Family: Wife Sarah; Sons Luke and Logan

-  Pets: Springer Spaniels: Maggie and Daisy, Feline Nuisance- Serena

-  Hobbies: fishing, gardening, pheasant hunting

-  Education: St. Cloud State, BS Biology

ORGANIZATIONS

-  Big Brothers Big Sisters

-  Previous Co-President of Farmington Elementary PTO

-  Kewaskum Indians Wrestling Dad

-  Member: Better U Food Force (BUFF)

-  Lake Haven Homeowners Association Board Member