Nicholas DeQuardo

Financial Services Representative

MetLife - Greater Milwaukee
9000 W. Chester St. Ste.100
Milwaukee, WI 53214

Phone: (414)615-4893
Fax: (414)615-4860
Mobile Phone: (262)719-0110
E-mail: ndequardo@metlife.com

---

BUSINESS PHILOSOPHY

My goal is to provide families and business owners a personalized approach to building their financial freedom.  Knowing that there isn’t one specific product or idea that works for everyone, I take a very detail-oriented approach to generate a personal strategy for each individual client’s needs.  A proper strategy maximizes the benefit for everyone involved.

 

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 (through life insurance and disability income insurance)

      ·   Medicare Supplement Coverage

      ·   Pension Payout Alternatives

      ·   Pension Transfer/Rollovers

      ·   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 variable securities in Wisconsin

 

PERSONAL

      ·   Lifetime resident of Wisconsin

      ·   Hobbies:  Golf, Softball, Tennis, Live Music, Networking

 

ORGANIZATIONS

      ·   Member of St. John’s Cathedral

      ·   Member of Italian Community Center

      ·   Member of Italian Commerce Association

      ·   Member of Tau Kappa Epsilon  Fraternity