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  Life is a journey. On that journey we walk a path of many opportunities. Most significant is the opportunity of service to our neighbor. At Conzelmann Insurance Agency & Financial Services Inc. it is our mission to serve our clients by providing quality products and professional advice that will insure a financially secure path for their journey through life. As we serve our clients, it is with a witness for the Lord who served us with His life, death and resurrection and Who alone sets us on a secure path to eternal life.  
   
 

Designations

1985: FIC – Fraternal Insurance Counselor
Promote professionalism through continuing education, encourage all to live by belief
in God, family, and country, and service to humanity.
1991: LUTCF – Life Underwriter Training Council Fellow
Fundamental product knowledge and sales skills for insurance professionals
1997: CLU - Chartered Financial Consultant
Advanced knowledge about life insurance applications
2003: ChFC – Chartered Financial Consultant
Advanced knowledge on the comprehensive financial planning process
2005: CASL – Chartered Advisor for Senior Living
Understanding the needs, issues, and decisions facing seniors and baby boomers
2005: CLTC – Cerification in Long-Term Care
Comprehensive Training on Long-Term Care issues, planning, and insurance
PACE – Professional Achievement in Continuing Education
Report continuing education activities to the American College, through whom the designations were earned. Recertification (Every Two Years)

Insurance Licenses
Life, Accident and Health, Property and Casualty, and Variable Products

Securities Licenses
Series 6, 7, 63, 66
Securities Education and Exams passed and regulated by the N.A.S.D.
(National Association of Securities Dealers)

  
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