Johnathan Fischer Email & Phone Number

Milwaukee, Wi, Us

Northbrook, Il, Us

I am a licensed group benefits advisor with Allstate Health Solutions, specializing in small business health, supplemental, and ancillary benefit plans.

* Collaborator backed by a diverse team of specialized experts * Open-ended strategy sessions to consult with each & every one of my clients * Community partner to complementary small business owners & their people * Free educational seminars on a variety of financial topics across southeastern Wisconsin

Milwaukee, Wisconsin, Us

I understand that people have goals for life, not money. I can help identify what matters most to you and prepare you for the future. Planning for all of life's changes—expected and unexpected—is important. Let's collaborate to build your roadmap towards a financially independent future, today. Serving clients locally and across the country with secure virtual capabilities.

Milwaukee, Wi, Us

Associate Financial Representative with Dave Czarnecki, CFP®, CLU®, ChFC®, RICP®, CLTC® | Financial Advisor• prepared analysis based on client goals and needs in award-winning proprietary PX software (cash flow financial planning) to inform best-interest recommendations, including insurance, investments, and retirement• onboarded new clients through the insurance application and investment processes, leveraging technology tools including Pershing NetX360, Dynamics CRM, & DocuSign• provided primary calendar & CRM management, operations, research, and underwriting support• scheduled initial appointments & annual reviews and engaged in client communications for updates and ad hoc requests

Milwaukee, Wi, Us

Helping You Create a Financial Plan That Grows With YouI understand that people have goals for life, not money. I can help identify what matters most to you and prepare you for the future. Planning for all of life's changes—expected and unexpected—is important. Let's collaborate to build your roadmap towards a financially independent future, today. Serving clients locally and across the country with secure virtual capabilities.

Milwaukee, Us

I worked both directly and indirectly with clients, focusing on comprehensive financial planning. In my role supporting advisors in client meetings, John prepared informative client reports, coordinated operations, and ensured execution on clients’ financial and planning needs.

Baltimore, Maryland, Us

Actuarial / Valuation & Reporting / Fixed Indexed Annuities (FIA)• Performed actuarial valuation & analysis as the FIA student analyst and IFRS/DAC, Financial Plan and Cash Flow Testing model owner for FIA MG-ALFA models• Modeled quarterly deferred acquisition cost projections, reserve valuation and earnings attributions per financial accounting regulations and generated all backend reports• Calculated estimated financial impacts and model sensitivities for IFRS reserving methodology simplifications, equity index fair values, and withdrawal benefit (GLWB) rider values• Consulted with stakeholders to establish business requirements, define critical data elements, and provide subject matter info regarding product features, risk quantities, and actuarial systems• Applied Markov chain method for pricing & utilization of rider guarantees to FIA valuation model• Designed & created all initial FIA key controls, all future-fit to electronic SOX standards, eliminating extensive processing time• Wrote procedural modeling documentation fit for new and experienced users

Baltimore, Maryland, Us

Summer Intern, Actuarial / Valuation / Market Value Numbers (MVN)• Performed actuarial valuation & analysis on Accumulation & Retirement lines of business as the Market Consistent Reporting "MVN" intern, according to Aegon's Economic Framework• Modeled actuarial projections for base scenarios, interest & mortality sensitivities, and assumption testing• Prepared presentation for quarter-end Actuarial Consolidation reporting

New York, New York, Us

• Produced policy illustrations for life insurance clients to assist in financial decision-making• Identified & selected client candidates for term life conversion reviews• Updated & managed digital policyholder information to improve organization & quick access

New York, Ny, Us

• Compiled & summarized psychological research on humanistic approaches, reductionism, and child development to provide contextual background for an APA symposium presentation• Explored and interpreted statistically-based research data, analysis, and conclusions

Bsba, Actuarial Science

Education record

Psychology

High School Diploma