Matthew Teel, CFP®, CLU®
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 wire house to running his own financial advisory practice to his current role as Brokerage Director of Protection Products at Barnum Financial Group.
Matthew’s emphasis is on the utilization of insurance from a holistic 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.
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 ® certificant, 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.
Matthew is an active member in 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.
I am licensed to offer fixed life insurance products and services in CT. Licenses and registrations will vary. Domiciled in CT. CA Insurance License # 0K13627 AR Insurance License #8321960