13500 Watertown Plank Rd, Elm Grove, WI | Map it
53122 43.036100 -88.077101(414) 617-6669 | View Website
View Less
Helpful, easy & cheap. We recently had a child and needed to buy life insurance beyond the small amount we had at work. Our advisor, Kirk Spano, helped us find the right kind of coverage, which was a 30 year term that we can convert to a permanent plan if we need to someday, but gives us our premiums back if we live the 30 years and let the policy end then. The return of premium rider (which is pretty common now I found in looking around) made buying life insurance a lot easier to take. It took under 2 hours to talk, go over options and fill out the applications, even though we had a lot of first timer questions which Kirk answered patiently and completely. I thought we would have to pledge our new child to get the insurance but was very happy how cheap it was to insure my wife and I with a half million of coverage on each of us. Have since opened Roth IRAs with Kirk and are rolling over my wife's old 401k to an IRA as well, using no-load funds in fee-based accounts.…
Easy to work with.. My wife and I needed life insurance coverage which we had been procrastinating on. Kirk helped us get the right kind of coverage and right amount (30yr term, $500k, and if we live 30 years we get all of our premiums back). This coverage supplements what we have at work well. Was very cheap, I was surprised.…
Great agent, easy to work with, saved money.. Very easy to work with. We set up coverage for my wife and I, and my business partner and I on a buy-sell. Very understanding of my needs both on the family side and business side. We compared several types of plans and checked with a few different companies to see who'd give us the lowest rates for our health, which includes smoking for me and a thyroid issue for my business partner (my wife was preferred). Highly recommend. Have sent several friends his way already.…
Editorial Review. Wisconsin-based Wisquote Insurance Services specializes in life insurance for families and senior citizens.
