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Paul Sobotta's Homepage
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When it comes to planning for your future there is no time like the present. I'm sure your days are full of appointments, meetings, home and family activities. But think about it -- what can be more important than making sure the people you love are taken care of? Make time today to start preparing for a more financially secure future. I'm available to assist you with identifying and prioritizing your goals and evaluating your current situation. I'll work with you to develop strategies using insurance and financial products that will get you started toward achieving your financial security goals.
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Sometimes a Combo Hits the Spot
Sometimes a Combo Hits the Spot
If you need to protect your loved ones or your estate long term and accumulate money for your own future, you might need more than one financial product to meet these needs. Depending on your specific needs and objectives, combining a life insurance policy, which provides a valuable death benefit for your loved ones, with an annuity, which can enable you to accumulate money, tax deferred, for your own future can be an attractive solution. This is true especially if you have a large sum of money for these purposes and do not need the full value of the annuity to supply all of your retirement income.
With the benefit of financial planning, I can help you determine if you can benefit from this creative approach and, if so, how much of each may suit your unique situation.
Please note that annuities are designed for long term and retirement planning purposes. Income taxes are payable upon withdrawal. A 10% federal income tax penalty may apply to withdrawals prior to age 59 1/2.
IFS-A116962 04/2006
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Professional
Paul Sobotta has enjoyed many years of solid friendships and business associations in Arcadia. "I've known some of my clients for a very long time," Paul says. "Every year, I have the pleasure of meeting new people in town - people with new families and new needs. I look forward to knowing them and helping them meet their protection needs for many years to come."
Education
Paul Sobotta studied Finance at University WI LaCrosse and received a(n) Bachelor of Science degree in 1987. He is a member of MDRT.
Personal
Paul Sobotta has been married to his wife, Sandy, since 1988. They have 4 children, Kendra, Kyle, Mikaela and Kathryn. The Sobotta family's favorite recreations include Hiking, Biking, Camping.
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Insurance Licenses
Securities Licenses: CA, CO, FL, IA, KY, MN, WI
Life Insurance: CO, IA, KY, MN, WI
(MN License #61714)
Variable Life Insurance: CO, IA, KY, MN, WI
(MN License #61714)
Mutual Funds: CA, CO, FL, IA, KY, MN, WI
Fixed Annuities: CO, IA, KY, MN, WI
Variable Annuities: CO, IA, KY, MN, WI
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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.
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Paul Sobotta is associated with the Twin Cities Office, 600 S Hwy 169 Suite 1000, St Louis Park, MN, 55426-0134, Managing Director: Michael Nelson, LUTCF CLTC CMFC CLF, Phone: 952-544-9533.
Paul Sobotta offers securities products and services as a Registered Representative of Pruco Securities, LLC. Other products and services may be offered through a non-Pruco entity. 1-800-201-6690
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