Mike Boyd

Financial Services Representative

MetLife - Wausau Agency - Rhinelander Office
1202 Lincoln St.
Rhinelander, WI 54501

Phone: (715)369-5577
Fax: (715)369-5578
E-mail: mrboyd@metlife.com

  • Registered Representative of MetLife Securities, Inc.
  • Leaders Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.

 

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.
 
PRODUCTS AND SERVICES
 
• Fee-Based Financial Planning, focusing on Estate Planning, Retirement Planning, and College Funding Strategies
•   Fixed and Variable Annuities
• Charitable Giving Strategies*
• Disability Income Insurance
• Estate Conservation Strategies*
• Education Funding Strategies
• Health Insurance
• IRA Consolidation/Rollovers
• Long-Term Care Insurance
• Mortgage Protection (through life insurance and disability income insurance)
• Lump Sum Pension Distribution
• 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
 
• MetDESK® Specialist – MetLife’s Division of Estate Planning for Special Kids
•  Certified Financial Planner™ practitioner
• ChFC, Chartered Financial Consultant, designation
• CASL, Chartered Advisor for Senior Living, designation
• CLU, Certified Life Underwriter
• LUTCF, Life Underwriter Training Council Fellow, designation
• Licensed to sell Life & Health Insurance in WI, IL, MN, IN, AZ, and SD
• Registered Representative of MetLife Securities, Inc.
• 2 Time Leaders Conference Qualifier
• Member of Million Dollar Round Table
•  Speaker and Advisor on Estate Planning for Families with Special Needs
 
PERSONAL
 
• Family: Wife Cheryl, and 4 children: Jessica, Ryan, Rachael and Michaela
• Hobbies: Scuba Diving, Shooting Trap, Riding, Motorcycle, and Traveling
• Oneida County Rescue & Recovery Search DiveTeam
 
ORGANIZATIONS
 
• Member of Financial Planning Association
• Member of Certified Financial Planner Organization
• Board Member of non profit organization, Northwoods Saves

 

* I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances. Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency, Inc(EGA)., 300 Davidson Avenue, 1st Fl-East Wing, Somerset, NJ 08873.