Kelly WentzPartner MetroPrairie
“Our clients are not necessarily dictated by wealth or income but rather people who want to learn what is possible for their future and maximize their plans.” – Kelly
Kelly is a graduate of Moorhead State University in Business, Minors-Political Science & Economics, and 30 years as an independent in insurance. He has served on the Fargo-Moorhead Association of Insurance & Financial Advisers Board of Directors and as Ethics Chairman, two term on the North Dakota Governor’s Commission on Aging, and currently serves on the Shriners Hospital for Children – Twin Cities Board of Governors, including Finance and Human Resources committees.
“Our main goal is to put you [individuals or businesses] into position to feel secure about YOUR money by helping you obtain guarantees, market growth, tax efficiency, as well as prudent leveraging. We can show you how.”
- 401K transfers
- IRA transfers
- Premium Financed Life Insurance
- Long Term Care Life Insurance combos
- Irrevocable Life Insurance Trusts
- and more!