Dean Mansavage, LUTCF®, CLTC®
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 clients’ established goals. My personal goal is to become a lifetime resource for each and every client.
Insurance Needs:
• Whole Life Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Long-Term Care Insurance
• Disability Income Insurance
• Term Insurance
• Mortgage Protection (through life insurance and disability income insurance)
• Annuities
Investment Strategies:
• Retirement Strategies
• Charitable Giving Strategies
• Estate Conversion Strategies
• Education Funding Strategies
• IRA Consolidation/Rollovers
• Pension Payout Alternatives
• Pension Transfer/Rollovers
• Mutual Funds
• Tax Sheltered Annuities, 403(b) Plans
• Financial Planning
• Investment Planning
Personal:
• Financial Advisor for 29 years
• Resident of Rockford, IL
• Father to Tanner, Josh, Makayla, and Dalaney
• Enjoys spending time with family, golfing, and outdoor activities
Organizations:
• Member of Chamber of Commerce
Qualifications:
• Licensed to sell Life & Health Insurance in AR, AZ, CA, FL, IA, IL, IN, MA, MI, SC, UT, WI, TX, VA
• Registered to offer securities products in WI, IA, IL, VA, CA, FL, AR, PA, TX, AZ, NV, IN, UT
• Investment Advisor Representative of MML Investors Services, LLC
• Registered Representative of MML Investors Services, LLC
• LUTCF – Life Underwriter Training Council Fellow
• CLTC – Certified in Long Term Care
CA Insurance License #0H06317
AR Insurance License #423795
CRN202609-5934420