Author Archives: Michael H. Wilner

About Michael H. Wilner

I have lived and worked in Chicago, IL. for my whole career. I started my career in the insurance industry with a major New York company in 1984. I have been an independent agent for over 12 years. I focus on working with small business owners and professionals such as dentists and attorneys with their insurance and estate planning needs. I also worked with Nationwide Financial Services where I was responsible for enrolling Govt. employees in tax qualified deferred compensation (457plans) in addition to working with exiting employees to plan their retirement income. I have held a series 6,63 and 65 license in the past. I am well versed in mutual fund and equity investments. I also specialize in worksite voluntary insurance plans for companies with 50 or more employees. I make it a priority to find the best products and rates based on my clients need and wants which has allowed me to work with many of the same clients for over 25 years.