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    John Marlis

    LUTCF®

    About John

    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

    • Charitable Giving Strategies
    • Disability Income Insurance
    • Estate Conservation Strategies
    • Education Funding Strategies
    • Fixed Annuities
    • IRA Consolidation/Rollovers
    • Long-Term Care Insurance
    • Medicare Supplement Coverage
    • Mortgage Protection (through life insurance and disability income insurance)
    • Mutual Funds
    • Pension Payout Alternatives
    • Pension Transfer/Rollovers
    • Stocks & Bonds
    • Tax Sheltered Annuities, 403(b) Plans
    • Term Insurance
    • Universal Life Insurance
    • Variable Annuities
    • Variable Universal Life Insurance
    • Whole Life Insurance 

    QUALIFICATIONS

    • Designated Long Term Care Professional
    • Holds Series 6, 7, 63, and 65 Securities Registrations
    • Licensed to sell Life Insurance in NM and WI
    • Registered to offer securities products in WI 

    PERSONAL

    • Resident of North Lake, WI with his wife and 3 kids
    • Hobbies: Golf, Football, Traveling
    • Education: Cardinal Stritch University, WCTC, Arrowhead High School

    ORGANIZATIONS

    • Member of NAIFA

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment 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, New Mexico

    John Marlis LUTCF®, Milwaukee, WI

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