Scott Anderson

Scott Anderson

Financial Services Representative

MetLife - Madison
2310 Crossroads Drive Ste. 4800
Madison, WI 53718

Phone: (608)237-5813
Fax: (608)257-4049
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.

 

PRODUCTS AND SERVICES

-  Mutual Funds

-  IRA Consolidation/Rollovers

-  Fixed Annuities

-  Variable Annuities

-  Pension Payout Alternatives

-  Pension Transfer/Rollovers

-  Term Insurance

-  Universal Life Insurance

-  Variable Universal Life Insurance

-  Whole Life Insurance

-  Stocks & Bonds

-  Charitable Giving Strategies

-  Disability Income Insurance

-  Estate Conservation Strategies

-  Education Funding Strategies

-  Long-Term Care Insurance

-  Medicare Supplement Coverage

-  Tax Sheltered Annuities, 403(b) Plans

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

 

        IMPORTANT PLANNING EVENTS

-  Marriage

-  Changing of Jobs or Careers

-  Birth of Children

-  College Funding for Children

-  Retirement and Investing for Retirement

-  General Education about Personal Finance

 

        QUALIFICATIONS

-  Licensed to sell Life & Health Insurance in Wisconsin

-  Registered to offer securities products in Wisconsin and Illinois

-  Financial Adviser, MetLife Securities, Inc.

 

PERSONAL

-  First year resident of Sun Prairie, WI

-  Married to Marissa Anderson

-  Enjoy golfing, tennis, many other outdoor activities

-  Education: University of Wisconsin Whitewater

-  Bachelor of Business Finance with a Financial Planning emphasis.