Troy J. Shreve, CLU

Troy J. Shreve, CLU - CLU®

President

7130 S. 29th St., Ste. G
Lincoln, NE 68516

Phone: (402)420-7776
Fax: (402)420-7792
E-mail:

  • Chairman's Council Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have mastered the ability to attract, develop and retain clients by helping them meet their financial security needs and to those sales managers whose exemplary leadership and exceptional record of staff development have placed them in the top tier of field management.
  • Life Underwriter Training Council (LUTC) Member
  • Million Dollar Round Table (MDRT) Member
  • National Association of Insurance and Financial Advisors (NAIFA) Member
  • Leaders Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.

Troy began his Financial Services career in 1986.  As a graduate of UNL with a degree in Finance and Accounting, he has an in-depth understanding of business owner needs and concerns.  Troy’s work primarily deals with owners of closely held corporations and family units devising strategies that will help to maximize the continuity of the business, addresses key employee retention and estate planning issues.

Troyis a licensed Registered Representative for New England Securities and assists with Investment Strategies.  He has Securities License 7, 6, 63.  He is active on several committees for estate and advanced business planning committees with New England Financial, A MetLife Company.  As a member of AALU (Advanced Association of Life Underwriters) he is constantly updated on the changing legislative environment in the business and estate-planning arena. 

Qualifications
B.S. Finance and Accounting - UNL
Chartered Life Underwriter
Registered Representative (Series 7, 6, 63)
New England Securities
Financial Planner
Member Advanced Association of Life Underwriters
NAIFA President - Lincoln Chapter
24 Years in Financial Services Business