Our Associates

Teresa Mickiewicz
Financial Services Professional
Registered Representative
Location
Downers Grove, IL

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, Michigan, & Wisconsin
  • Licensed to sell Property & Casualty Insurance in Illinois, Michigan, Wisconsin, Florida & Texas
  • Registered to offer securities products in Illinois
  • Service since 1993

ORGANIZATIONS

  • Member of the Polish American Congress