Michael Schall, CLU®

Insurance Specialist

PRACTICAL EXPERIENCE
Mike has worked with financial advisors for more than 17 years, helping them uncover insurance and other opportunities to better meet the needs of their clients. He has experience working with multiple financial and product companies. He knows that for a financial plan to really work, it must include protection. Mike is part of an Ameriprise Private Wealth Practice in the Twin Cities of Minnesota.

BRINGING RESULTS TO YOUR PRACTICE

Mike uses his experience working with advisors who focus in the mass affluent marketplace to uncover opportunities, craft the best solutions using the best products available and close cases. His passion is in helping you bringing creative solutions to your clients.

His areas of focus include, but aren’t limited to:

  • Basic Need vs Human Life Value Life Insurance
  • Disability Insurance
  • Long Term Care (in its various forms)
  • Tax-Free Wealth Transfer
  • Estate Planning
  • Term vs Perm Insurance

GET EXPERIENCE ON YOUR SIDE
Mike is a closer. He knows the industry, the products and the strategies that meet client needs, but he also structures an approach for advisors to close cases. He anticipates client concerns and objections, and offers solutions that are in the client’s best interest and affordable within their finance plan. He can help you grow your insurance business so you can focus on helping your clients.

LEARN MORE
Find out more about the insurance coaching packages Michael offers!

You can reach Michael at 952-449-6697 or michaelschall@dynamicdirections-d2.com.