Business Details
Your Trusted Insurance and Financial Services Partner in Marinette, WI
Marinette Insurance & Financial Services has been dedicated to providing comprehensive insurance and financial planning solutions to individuals, families, and businesses in Marinette, WI and surrounding areas. Our team of experienced professionals specializes in Medicare products, health insurance, life insurance, long-term care coverage, commercial insurance, and personalized investment strategies. We prioritize local service with a personalized approach, ensuring clients receive tailored solutions that align with their unique needs. With a focus on education and transparency, we guide clients through complex insurance and financial decisions while maintaining a commitment to community values. Our expertise spans decades, allowing us to offer informed recommendations on annuities, retirement plans, and college savings options.We emphasize client trust by providing clear explanations of policy details, coverage limitations, and investment risks. Our services are designed to help clients achieve financial security and peace of mind through customized protection strategies. By staying updated on industry regulations and market changes, we ensure our clients receive current and relevant advice. Our local presence enables direct, responsive service while maintaining high professional standards. We strive to build long-term relationships by consistently delivering reliable, client-focused solutions.
Services
Medicare Supplements
Prescription Drug Plans
Medicare Advantage Plans
Annuities
401k Rollovers
IRAs
Group Retirement Plans
College Savings Plans
Commercial Insurance
Personal Insurance
Highlights and features
- We offer personalized insurance solutions tailored to individual needs
- Our team provides expert guidance on Medicare and retirement planning
- We maintain transparent communication about policy details and limitations
- We combine local market knowledge with industry expertise
- We offer comprehensive financial planning alongside insurance products
Services
Medicare Supplements
Medicare Supplements help cover costs not paid by Original Medicare. These plans provide financial predictability for medical expenses through standardized coverage options. We help clients evaluate plans based on budget and healthcare needs while explaining premium costs and coverage limitations.
Life Insurance
We offer term and permanent life insurance solutions to protect families and businesses. Our approach considers income replacement, debt coverage, and estate planning needs. We explain policy features, premium structures, and underwriting requirements to help clients make informed decisions.
Annuities
Annuities provide tax-advantaged retirement income solutions. We explain fixed, variable, and indexed annuity options while discussing benefits like guaranteed income streams and market risk considerations. Our guidance includes surrender charges and inflation protection limitations.
College Savings Plans
We help families plan for education costs through tax-advantaged 529 plans. Our guidance covers contribution limits, investment options, and state-specific benefits while explaining how these plans affect financial aid eligibility and tax reporting requirements.
Commercial Insurance
Our commercial insurance solutions protect businesses through customizable property, liability, and risk management coverage. We assess industry-specific risks, policy limits, and deductible options to create cost-effective protection strategies for small and mid-sized businesses.
People
Brian Klumb
Insurance Professional
Brian assists clients with insurance and financial planning needs, focusing on personalized solutions for Medicare, life insurance, and retirement planning in the Marinette community.
Kody Klumb
Financial Services Specialist
Kody provides guidance on investment products and insurance solutions, helping clients understand annuities, retirement accounts, and coverage options that align with their financial goals.
Kyle Klumb
Insurance Advisor
Kyle specializes in commercial and personal insurance products, working with businesses and individuals to create comprehensive protection strategies tailored to their specific needs.
Laurie Klumb
Client Services Coordinator
Laurie supports clients with policy management and service requests, ensuring smooth implementation and ongoing support for insurance and financial products.
Questions
What insurance products do you offer?
We provide Medicare supplements, life insurance, long-term care coverage, commercial insurance, personal insurance, and prescription drug plans tailored to individual needs.
Do you offer financial planning services?
Yes, we offer investment strategies, annuities, 401k rollovers, IRAs, college savings plans, and group retirement plans to complement our insurance offerings.
Are you licensed to operate in Wisconsin?
We are a Wisconsin-based agency licensed to provide insurance and financial services throughout the state and surrounding regions.
How do you help with Medicare planning?
We explain Medicare supplement options, prescription drug coverage, and Advantage plans while helping clients choose cost-effective solutions for their healthcare needs.
Can you assist with business insurance needs?
Yes, we offer commercial insurance products designed to protect businesses through customized coverage plans that address specific industry risks.
What makes your agency different?
We combine local service with professional expertise, providing personalized solutions while maintaining transparency about policy details and investment risks.
