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Eric Halverson


Can: Tax-Deferred Accumulation Tax-Free Retirement Income Streams Wealth Building Life Insurance Annuities 401k/403b/457b Rollovers IRA Roth-IRA Pensions Mortgage Review Reverse Mortgage Long-Term Care Individual Health Ins. Group Health Medicare Supplement Medicare Advantage (General) Cannot: Medicare Advantage Specifics Mutual Funds Variable Products Stocks

Experience in the area

ARA -3.5 years -Fought Property Taxes on Behalf Commercial & Industrial Prop Owners FNP -3years -High End Crative Debt Financing HFS -5.5 years to present - President -Financial Consultant & Instructor to Agents in the areas of Investments, Mortgages & Insurance.


HFS - Halverson Financial Solutions WFG - World Financial Group PAG - Premier Agent Group


Life License - Current Il., Mo., Wi., Ga. Health License - Current Il., Mo., Wi., Ga. Long-Term Care Certificate - Current Il., Mo., Wi., Ga. Numerous Continuing Education Hours Numerous Seminars Direct Mentorship from Industry Leaders Personal Library Series 65 to come - Spring 2012 Series 6&63 to come - Upon Economic Recovery

Past/Present Clients

Everyone from the financially struggling to the well-healed investor.

Something interesting about this subject that others may not know:

Would you buy a house that was built by a carpenter, a plumber and an electrician who never met each other? Furthermore, would you buy if none of them ever met the architect and never looked at a blueprint? The answer is a big NO, correct? Then why do so many families fly their fianancial plan by the seat of their pants?

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