Lori Geiss


    Focus: Insurance Strategies

    Languages: English

    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

    • Fixed and Variable Annuities
    • Charitable Giving Strategies
    • 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
    • Stocks & Bonds
    • Managed Accounts
    • Wealth Management Services

    QUALIFICATIONS

    • Licensed to sell Life & Health Insurance in AZ, FL, MO, NV, and WI
    • Registered to offer securities products in AK, AZ, FL, IL, KS, KY, MN, NV, VA, WA and WI
    • 26 Years in the Financial Services Industry

     PERSONAL

    • Resident of Racine County
    • Family: Husband- Steve; Children- Louis (22), Jacob & Jacquelyn (12), Samantha (9)
    • Hobbies: Cooking, Basketball, Spending Time with Family (especially at Packer games)
    • Education: UW- Parkside, Degree in Business
    • Owned 5 Businesses over 27-year span

     ORGANIZATIONS

    • Rec League Basketball Coach

     AREAS OF INTEREST

    • Starting a Business
    • Cancer Planning
    • Changing of Jobs or Careers
    • Applying for Social Security and Medicare
    • Planning for Required Minimum Distributions
    • Retirement and Investing for Retirement
    • Marriage
    • Purchasing a New Home
    • Birth of Children
    • Beginning to Save for a Child’s Education

     

    See Lori’s Licenses and Disclosures

    By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.

    Financial Solutions Group Wealth & Risk Management Services

    Main Office

    9000 West Chester Street Suite 100
    Milwaukee, WI 53214-1372

    Visit Agency Website

    L0916479448[exp1017][AZ,FL,IL,KS,KY,MN,MT,NV,VA,WA,WI]