Matt Teel, CFP®, CLU®
Director of Protection Products
Matthew Teel is a highly valued resource in complex life, disability, and long-term care insurance plan design and sales. His career has evolved from his roots as an intern at a major wirehouse to running his own financial advisory practice to his current role as Agency Director of Protection Products for Barnum Financial Group the #1 Firm at MetLife for 2012. Today, he leads a team that supports the consulting and sales efforts of nearly 300 financial services representatives, focusing on life, disability income, and long-term care insurance.
Matthew’s emphasis is on the utilization of insurance from a holistic wealth management perspective. His work focuses on using life insurance as a key retirement planning tool, most notably in the areas of income replacement, estate planning, business succession planning, and retirement and executive benefits. He is well versed in both basic and advanced business and estate planning concepts and is effective at taking complex topics and making them understandable to both advisors and their clients. As a result, he has given numerous seminars and main stage presentations, as well as conducting small group and individual consultations.
A major component of his work is to gain an understanding of each client’s needs and opportunities and to present complex strategies in the context of their overall wealth management strategy. Of critical importance, Matthew scours the available universe of product solutions to identify the ideal combination of carrier and policy design to meet those needs. It is this ability that has made him a key resource to help enhance the client/advisor relationship for the many financial services representatives he and his team support.
A graduate of The University of Connecticut with a degree in Business and Technology, Matthew is committed to life-long learning. He is a CERTIFIED FINANCIAL PLANNER ® certificate, the recognized standard of excellence for competent and ethical personal financial planning, and holds the Chartered Life Underwriter ® designation, the professional credential for persons involved in the protection, accumulation, preservation, and distribution of the economic value of human life. In 2012, he was honored as a Connecticut Five Star Wealth Manager for his diligent work with his and the firm’s clients and has received other accolades such as multiple MetLife Leaders Conference recognitions.
Matthew is an active member of many industry associations including the Society of Financial Service Professionals and the Association for Advanced Life Underwriting. Matthew also belongs to the prestigious International Mensa organization.
A dedicated family man, Matthew and his wife Allyson reside in Cheshire, CT with their two children, Jackson and Hailey.