Robert Barthen

Robert Barthen

Financial Services Representative

MetLife - Eau Claire
2115 E. Clairemont Ave. Suite 1A
Eau Claire, WI 54701

Phone: (715)834-9040
Fax: (715)834-2722
E-mail:


BUSINESS PHILOSOPHY

My mission is simple: To be every client’s first choice for quality financial products and insurance. I can achieve this goal by listening to my clients and providing astute guidance for a lifetime of financial security.  For more than fifteen years I have been providing various financial products and quality customer service.

 

PRODUCTS AND SERVICES

•  Business Continuation Strategies*

•  Funding Buy-Sell Agreements*

•  Charitable Giving Strategies*

•  Fixed and Variable Annuities

•  Disability Income Insurance

•  Estate Conservation Strategies*

•  Education Funding Strategies*

•  Health Insurance

•  IRA Consolidation/Rollovers

•  Long-Term Care Insurance

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

•  Lump Sum Pension Distribution

•  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

 

PROFESSIONAL QUALIFICATIONS

•  Licensed to sell Life & Health Insurance in WI and MN

•  Registered Representative of MetLife Securities, Inc.

•  Registered to offer securities products in WI and MN

•  15 years of experience as a Financial Services Representative, 18 years of experience in the financial and insurance industry

 

PERSONAL

•  Eau Claire resident

•  Happily married to wife Tammy; sons Carter and Jack

•  Hobbies: hunting, fishing, water skiing, downhill skiing, and hockey

 

ORGANIZATIONS

•  Member of the National Association of Insurance and Financial Advisors

•  Member of the Million Dollar Round Table

 

*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.