Curtis Zirkelbach

Personal Background:

Curtis Zirkelbach was born in Ridgway, IL and grew up in Shawneetown, IL. May of 1988 he graduated Shawneetown High School. He also attended Southern Illinois College, Henderson Community College and University of Southern Indiana while majoring in accounting and with a minor in business while also working full time employment in the mentally retardation and developmental disability field for four years and then the insurance industry for previous 20 years. Licensed as an insurance agent May 1997 and has continuing education with the American College, Kaplan University and LIMRA. Curtis loves to volunteer his time when possible. He was the first male Court Appointed Special Advocate (CASA) in the city of Henderson, KY. Also, volunteered for Marsha’s Place Pregnancy Resource Center, American Cancer Society plus several more non-profit organizations. He is very active at his church plus loves going on Mission Trips. Just completed his 4th mission and served on his 5th mission team in Yangon, Myanmar.

Firm Background:

Curtis Zirkelbach founded Zirkelbach Financial Solutions in June of 2010 after more than thirteen years with American General Life & Accident Insurance Company as a sales agent for three years and associate sales manager for over 10 years. Having been associated with a captive company, he felt a deep conviction to offer unbiased insurance solutions to his clientele. He can now offer insurance products from 37 insurance carriers while being appointed with some of the top highest insurance companies in the United States to where he knows that his client is getting the best available product to fit his/her portfolio. Primary focus is offering his clients’ safe money investment with a reasonable rate of return over time while keeping it simple. Plus offering tax-free income solutions. He also works with Estate Attorney’s and CPA’s with his clients Estate Planning Portfolio. All legal questions will be directed to the clients Estate Attorney and all tax questions will be directed to the clients CPA.

Mission Statement:

Our mission at Zirkelbach Financial Solutions is to learn and understand our clients’ needs and the external factors affecting them so we can professionally place the best product with a highly respected and rated insurance company that will protect our clients’ assets that they accumulated over their lifetime. Clients will be treated with dignity and respect including the upmost confidentiality. Our reputation will be upheld with accessibility, performance, professionalism, and depth and quality of our long-term consultative relationships with our clients.

FEATURED ARTICLES

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Educate Yourself

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Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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