Matthew Schumacher

Financial Services Representative

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

Phone: (414)615-4859
Fax: (414)615-4860
E-mail: mschumacher@metlife.com

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        BUSINESS PHILOSOPHY

My goal is to prepare and protect the families in my community to deal with life’s financial challenges in a way specifically designed for them.

 

PRODUCTS AND SERVICES

-  Education Funding Strategies

-  Mortgage Protection (through life insurance and disability income insurance)

-  Life Insurance

-  IRA Consolidation/Rollovers

-  Roth IRA’s

-  Mutual Funds

-  Stocks & Bonds

-  Disability Income Insurance

-  Pension Payout Alternatives

-  Pension Transfer/Rollovers

-  Fixed Annuities

-  Variable Annuities

-  Medicare Supplement Coverage

-  Long-Term Care Insurance

 

      QUALIFICATIONS

-  Licensed to sell Life & Health Insurance in WI

-  Securities licenses: Series 7, Series 63

-  Obtained LUTCF designation

 

PERSONAL

-  Graduate: UW – Milwaukee, BBA Finance

-  10 year resident of Wauwatosa, Wisconsin

-  Family: Wife Dana and children Tyler and Cole

-  Interests: Boating, Wine, Reading

 

ORGANIZATIONS

-  Society of Financial Service Professionals – Board Member

-  Metro Milwaukee Society of Human Resource Managers - Member

-  Milwaukee Yacht Club - Member

                -  High Pointe Toastmasters - VP Membership