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Max Mata, LUTCF 

Financial Professional
9645 Lincoln Way Lane
Suite 216
Crown Centre Plaza
Frankfort, IL, 60423-1866
Map |  Driving Directions

Phone: 815-464-0701 Ext. 7381
Fax: 815-464-0468

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Alt Phone: 708-921-3384

Email: maximo.mata@prudential.com
In addition to English:
 
I take pride in the knowledge and professionalism of my practice. I'm excited about my new area of expertise - that of Prudential's Special Needs Solutions. I am one of a select few who have gone through a comprehensive training program that now qualifies me to address the financial needs of families who are caring for loved ones with special needs.
The Prudential Special Needs Solutions ....For All AgesSM program

The program provided me with essential information, tools and resources so that I can assist families in the selection of insurance and investment products specific to their needs. The comprehensive training program included:

  • The importance of state and federal programs that provide support and/or assistance to people who have disabilities
  • The role of a Special Needs Trust and how to fund it.
  • Unique concerns relative to housing, education and employment
  • The role of support groups and non-profit associations
  • The Letter of Intent and its importance

    I am looking forward to truly making a difference in the lives of these families. Call me today to learn how I can help.

    0155868-00001-00

    • Insight

    Volatile markets. New tax laws. Upcoming retirement.
    Working with an experienced financial professional to help you make sense of it all may be the smartest decision you'll ever make.
    You need someone who knows how to help you grow and protect your wealth with appropriate financial and insurance products. As a financial professional, I can provide assistance on a range of financial issues matching your investment portfolio with your risk tolerance, time horizon and investment objectives to suggesting alternatives to help protect your assets.

    As a Prudential financial professional, all of my experience and skills are at your disposal.

    Please call me today or click the 'Request an Appointment with Me' link below.

    0206171-00001-00

    Profile 

    Professional
    Max Mata is a Prudential Financial Professional and has worked in the insurance industry since 1988. He has lived in the Tinley Park & Orland Park area since 1978.


    Education
    Max Mata studied Business Mangement at St. Xavier University and received a(n) Bachelor of Business Adm degree in 2005. He is a member of Delta Mu Delta.

    Licenses & State Registrations

    Insurance Licenses
    Securities Licenses: IL, MI
    Life Insurance: IL, MI
    Variable Life Insurance: IL, MI
    Property & Casualty: IL, MI
    Mutual Funds: IL, MI
    Fixed Annuities: IL, MI
    Variable Annuities: IL, MI

    Next Steps

    Request an Appointment With Me
    It would be my pleasure to meet with you and discuss your financial and insurance needs.

    Get an Insurance Quote
    You can obtain an online insurance quote specific to your needs.

    Max Mata offers securities products and services as a Registered Representative of Pruco Securities, LLC. The Prudential Insurance Company of America, Newark NJ and Pruco are Prudential Financial companies. 1-800- 201-6690