Registered RepresentativePaul Thomas
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Fax:(262) 408-5625
Languages Spoken:
English
States Insurance Licensed:
MN, IL, TX, IN, FL, VA, CO, SC, WI, NC, AZ, TN, MI, UT
Address:
N16w23217 Stone Ridge Dr
Ste 120
Waukesha, WI 53188
US
CLTC, LUTCF

I have lived in Wisconsin my entire life. My family and I currently live in Jefferson County. My wife, Kathy, and I have been married since 1995 and we have 6 children. We enjoy many outdoor activities, and I really enjoy projects around the property we own.

Before I entered the financial services industry, I served my community as a Police Officer. I am a U.S. Army veteran, and I also served my country as a contractor in Afghanistan, working with various U.S. military units. I have earned the Life Underwriting Training Council Fellow (LUTCF) and Certification of Long-Term Care (CLTC) designations. I also have my Series 6 & 63 securities registrations. I am a member of The Million Dollar Roundtable (MDRT); the premier associations of financial professionals.

I am here to help you work toward financial independence; navigate all that life throws us and plan for the unexpected. Open and honest communication has been the cornerstone of my foundation of success. Let's get to work!

Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.

Do you have a question? I'm here to help.
Contact Paul
Compare Life Insurance Products and Get a Quote
Get a Quote

Registered RepresentativePaul Thomas

CLTC, LUTCF

I have lived in Wisconsin my entire life. My family and I currently live in Jefferson County. My wife, Kathy, and I have been married since 1995 and we have 6 children. We enjoy many outdoor activities, and I really enjoy projects around the property we own.

Before I entered the financial services industry, I served my community as a Police Officer. I am a U.S. Army veteran, and I also served my country as a contractor in Afghanistan, working with various U.S. military units. I have earned the Life Underwriting Training Council Fellow (LUTCF) and Certification of Long-Term Care (CLTC) designations. I also have my Series 6 & 63 securities registrations. I am a member of The Million Dollar Roundtable (MDRT); the premier associations of financial professionals.

I am here to help you work toward financial independence; navigate all that life throws us and plan for the unexpected. Open and honest communication has been the cornerstone of my foundation of success. Let's get to work!

Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.

Email:PAUL.THOMAS@MUTUALOFOMAHA.COM
Phone:(262) 888-6001
Fax:(262) 408-5625
Languages Spoken:
English
States Insurance Licensed:
MN, IL, TX, IN, FL, VA, CO, SC, WI, NC, AZ, TN, MI, UT
Address:
N16w23217 Stone Ridge Dr
Ste 120
Waukesha, WI 53188
US

Protect Your Kingdom

I'm here to help you protect what matters most

As a licensed insurance agent* and investment professional with Mutual of Omaha Advisors, I work hard to:

  • Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
  • Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
  • Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
  • Help small business owners protect their life's work for their family and employees.
In order to help you achieve your goals, we'll go through the following process:
1
Our first conversation will focus on getting to know you, hearing your story, answering your questions and understand how we fit together.
2
After listening to your financial history and goals, we'll begin looking at options that make sense and shape recommendations based upon your feedback.
3
Once we've set out together we'll keep the conversation going and adjust the course as necessary.

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Retire with Confidence
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Indexed Universal Life Insurance: Help Meet Your Goals
Whether you're planning for retirement, college, or a rainy day, it's important to focus on the journey – not just the destination. To successfully plan for these milestones, it's vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance …
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Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?
Did you know that after you enroll in Medicare, there's a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage.
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