Eric Baruch - CLU^®, ChFC^®, LUTCF

New England Financial- The Wisconsin Group is a firm to begin, grow and end your career with. We have developed a culture made up of diverse professionals financial services representatives that have in common a desire to work together to help clients reach their financial goals. Our firm is built for those that enjoy an energetic, teamwork oriented atmosphere that provides the technology, marketing, advanced case design and business planning expertise a successful professional needs to prosper in today’s fast changing environment.

 

We will be known as the best firm in Wisconsin to call home for those that share our values of ethical customer oriented service using quality tools and honest relationships to foster financial success for all.

 

 

QUALIFICATIONS

 

• Leaders Conference Qualifier 2008

• Chairman’s Council Qualifier 2009

• Management Life Leadership Award 2009

• GAMA International Management Award-Platinum Level 2010

• Licensed to sell Life Insurance in Wisconsin

• Registered Principal of New England Securities Corp.

• Earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU)

  Designations from the American College

• Earned the LUTCF designation from the Life Underwriter Training Council

• Earned the Certified in Long Term Care Designation in 2004

• Over 20 Years in the Financial Services Industry

 

EDUCATION

 

• BBA Michigan State University

• MBA Loyola University of Chicago

 

ORGANIZATIONS

 

• Founder of the Highlander Basketball Club

•  Director of the Society of Financial Services Professionals, 2002-2003

• Member of the General Agents and Managers Association and the SE Wisconsin Association

  of Insurance and Financial Advisors

• Member of Board Advisory Committee of North Shore Country Club

• President of North Shore Country Club-2006