Paul M Rushmann, Clu, Chfc Email & Phone Number

Chippewa Falls, Wi, Us

Chippewa Valley / Mid-West

Northwest Wisconsin

WEAMB is a limited broker-dealer organized as a For-Profit Trust to market 403(b). IRA, and personal insurance products to Wisconsin educators.In this role I managed the Northwest Territory relationships of approximately 115 Public School Districts and CESA’s, identifying gaps and needs to provide solutions related to employee retirement and personal insurance needs.• Advised and provided technical expertise to district administration on IRS compliance rules and regulations • Presented on -site and virtual financial wellness topics designed to educate and motivate district staff to take action regarding their financial security• Provided industry experience to my peers and the organization as it works through a paradigm shift to compete as a marketing organization

Paul Rushmann, CLU, ChFC is a Partner and President of USAdvisors Insurance Agency, LLC. Established in 2005, USAdvisors Insurance is a Brokerage General Agency specializing in working with registered representatives affiliated with independent Broker-Dealers and Financial Institutions. USAdvisors Insurance provides its services to over 500 advisors and 50 Financial Institutions across the United States.

Twin Cities, Mn

Paul served as the National Field Director for Wealth Preservation, LLC specializing in the Preserving Rural America™ Farm Transfer Program (PRA). His focus was on developing community advisor teams comprised of estate planning attorneys, accountants/CPA and financial advisors to implement the PRA Program helping family farms/ranches pass to the next generation.

WEG is a financial planning group that supported 10 Financial Advisors and their planning teams through an extensive marketing program of seminars supported by a weekly Sunday morning radio program on WCCO Radio. In his capacity as Sr. V.P. Paul was charged with developing a marketing plan that incorporated the well developed individual financial planning model used at WEG and applying it to the corporate Non-Qualified Plan marketplace. Paul was also assigned as an insurance planning team member for 4 of the Financial Advisors.

Minton is a closely held business specializing in high net worth money management and advanced planning for individuals and businesses. A subsidiary, Benefit Plan Administrators (BPA), is a TPA for self -insured health and Section 125 plans.Paul was responsible for managing an extensive book of life insurance business and develop further clients through advanced insurance planning and marketing investment products and services to individuals and through qualified plans.Paul was responsible for the due-diligence on the life companies represented; understand the differences between companies, their products and services, and the level of support provided by each.

Noerthwest Wisconsin

Firstar Insurance was a wholly owned subsidiary of Firstar Corporation providing insurance products and services to Firstar Bank customers and its correspondent banks throughout the mid-west.(N/K/A USBancorp)As the Northwest Regional Life Manager Paul was responsible for designing, implementing and managing a life insurance referral network of commercial relationship managers, trust officers and investment specialists.In this capacity Paul developed and presented numerous training and product seminars for commercial, retail and trust relationship managers, including seminars on estate planning, business continuation, and long term care.