Picture of Lori Geiss

    Lori Geiss

    About Lori


    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.



    • 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
    • Stocks & Bonds
    • Managed Accounts
    • Wealth Management Services


    • Licensed to sell Life & Health Insurance in AZ, FL, MO, NV, and WI
    • Registered to offer securities products in AK, AZ, FL, IL, KS, KY, MN, NV, VA, WA and WI
    • 26 Years in the Financial Services Industry


    • Resident of Racine County
    • Family: Husband- Steve; Children- Louis (22), Jacob & Jacquelyn (12), Samantha (9)
    • Hobbies: Cooking, Basketball, Spending Time with Family (especially at Packer games)
    • Education: UW- Parkside, Degree in Business
    • Owned 5 Businesses over 27-year span


    • Rec League Basketball Coach


    • Starting a Business
    • Cancer Planning
    • Changing of Jobs or Careers
    • Applying for Social Security and Medicare
    • Planning for Required Minimum Distributions
    • Retirement and Investing for Retirement
    • Marriage
    • Purchasing a New Home
    • Birth of Children
    • Beginning to Save for a Child’s Education


    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:
    Florida, Illinois, Montana, Nevada, Wisconsin, Kansas, Kentucky, Minnesota, Virginia, Washington

    Lori Geiss , Milwaukee, WI

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