Teresa Mickiewicz
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 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)
INVESTMENT STRATEGIES
- Fixed Annuities
- Variable Annuities
- 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
QUALIFICATIONS
- Licensed to sell Life & Health Insurance in Illinois, Indiana, Michigan, Virginia & Wisconsin
- Licensed to sell Property & Casualty Insurance in Illinois, Indiana, Michigan, Wisconsin, Virginia, Florida & Texas
- Registered to offer securities products in Illinois
- Service since 1993
ORGANIZATIONS
- Member of the Polish American Congress