Picture of Alyssa Schultz

    Alyssa Schultz

    About Alyssa

    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

    •  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
    • Mutual Funds/Wrap Accounts
    • 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 and Florida
    • Registered to offer securities products in Wisconsin, Minnesota, Florida, and Kentucky
    • Holds Series 7 and 66 Securities Registrations

     PERSONAL

    •  Resident of the Lake County Area
    • Family: Son, James
    • Hobbies: Traveling, Reading, Spending Time with Family, Shooting Sports, Boating, and Fitness

    Area(s) of Focus

    • Insurance Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Wisconsin, Florida, Kentucky, Minnesota

    Alyssa Schultz , Milwaukee, WI

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