David Garrow

Financial Services Representative

9000 W. Chester Street, Suite 100
Milwaukee, WI 53214

Phone: (414)615-4878
Fax: (414)615-4860
E-mail: dgarrow@metlife.com

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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.  Basically, I want to help make sure the right person has the right amount of money at exactly the right time.

 

PRODUCTS AND SERVICES

-         Fixed Annuities

-         Variable Annuities

-         Charitable Giving Strategies

-         Disability Income Insurance

-         Estate Conservation Strategies

-         Education Funding Strategies

-         IRA Consolidation/Rollovers

-         Long-Term Care Insurance

-         Mortgage Protection (funded by life insurance and disability income insurance)

-         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

       QUALIFICATIONS

-          Licensed to sell Life & Health Insurance in Wisconsin.

-          Registered to offer securities products in Wisconsin.

-          11 year qualifier for Million Dollar Round Table

-          12 year veteran in the financial services business helping clients reach their goals.

 

PERSONAL

-          9 year resident of one of the “Best Places in America to Live”, Germantown.

-          Family: Married for 23 years to my lovely wife, Lynn, a kindergarten teacher at N.W. Lutheran.  Blessed with 3 beautiful daughters, Kristin (21, senior at UW Oshkosh), Jackie (18, freshman at UW LaCrosse, and Jamie (15, freshman at Germantown H.S.).  oh, and we have 2 dogs! 

-          Hobbies: Enjoy playing most sports, especially racquetball at the Y, golfing, tennis, and swimming.  Woodworking is a great therapeutic and productive hobby as well.  Also enjoy helping friends with home improvement projects.

-          Rookie of the Year with Lutheran Brotherhood back in 1998.

 

ORGANIZATIONS

-          Member at Brookfield Lutheran Church for 12 years.  Covenant Lutheran for 5 years prior.

-          Various committees at church, stewardship committee, and education committee, and teaching youth.

        -      Past member of NAIFA and MDRT.

 

-          Taught High School, coached football, and athletic director for 12 years prior to this career. (most recently at Milwaukee Lutheran H.S.)