Background

ABOUT CURTIS L. MATLIN, CLU, ChFC®

In business since 1990, Curt helps successful individuals and business owners with their financial strategies. His approach is simple: discuss what is most important to you and help you prioritize your goals. Most importantly, he works with you to implement a strategy to help you achieve your goals.

Curt demonstrates his commitment to staying current on financial strategies by taking graduate level courses to obtain professional designations. He has achieved the Chartered Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC) designations through the American College and is pursuing additional professional degrees.

EDUCATION:

             *University of Wisconsin at Milwaukee, BA 1984, with Highest Honors

            *Registered Representative, New EnglandSecurities 1991

            *Chartered Life Underwriter (CLU®) from The AmericanCollege, 2000

            *Chartered Financial Consultant (ChFC®), The AmericanCollege, 2008

            *FINRA Series 6, 7, 63, and 65: licensed with New England Securities  

COMMUNITY ACTIVITIES:

            *Rainbows (Children’s Charity) volunteer, 1999 to present

            *Boardroom Bound ChicagoFriend and Advisory Board 2007 to present

            *Chairman of the International Ethics Committee for MDRT – 2009/2010

            *Member of MDRT Finance Committee

            *Volunteer for Salute, Inc (charity that supports military families)

INSURANCE INDUSTRY AWARDS:

            *Million Dollar Round Table, 1997 to present (Life and Qualifying Member)

            *Member of NAIFA, SFSP, AHIA

INSURANCE  & BENEFITS MARKETS SERVED:

            *Life Insurance: Estate Planning, Executive Benefits, Pension

            *Health Insurance & Group Benefits

            *401(k) & Other Qualified Retirement Plans

            *Disability Income Insurance

            *Long Term Care Insurance

INVESTMENTS:

            *Mutual Funds

            *Brokerage / Managed Accounts

            *Annuities

MISSION:

To help successful individuals, business owners and professional

gain confidence, reduce financial concerns and provide greater

financial security for themselves, their families and their businesses.

Curt has a full-time staff on hand to serve you. His staff has the tools available to answer your questions.

If you have questions about your current financial situation or wish to schedule an appointment with Curt, send us an e-mail or give us a call using the contact information to the left.

Curtis L. Matlin, CLU, ChFC®