RW Guests Header

Terry Frett

CEBS, CLU, CPCU, REBC, RHU

Real Wealth® Advisors rate this presenter:
Our Score

 

As a respected advisor and insurance agent with more than 35 years of experience, Terry is a client advocate, educator and consultant for employee benefit programs.  He founded Frett Barrington Ltd. in 1998 and moved to R&R Insurance in 2016.

His expertise includes managing costs in the areas of plan options, self-funding, reform options, and analytical tools.  He also focuses on wellness programs and resources, employee health and voluntary benefits such as dental, life and vision.

He received his bachelor’s degree from St. Norbert College, DePere, Wisconsin and a Master of Business Science degree from Cardinal Stritch College, Milwaukee, Wisconsin. He completed his Certified Employee Benefit Specialist (CEBS), Chartered Life Underwriter (CLU), Registered Employee Benefits Consultant (REBC), Registered Health Underwriter (RHU) and Charter Property Casualty Underwriter (CPCU) designations.

Terry is a member (and Past President) of the National Association of Insurance and Financial Advisors – Southeast Wisconsin, International Association of Employee Benefit Specialists, National Association of Health Underwriters, and the Muscular Dystrophy Association. He previously served 6 years on the Board of Directors for the Waukesha Training Center and continues to serve as the State Health Chairperson for National Association of Insurance and Financial Advisors-Wisconsin (NAIFA-WI) and the legislative committee for the National Association of Health Underwriters – Wisconsin. In 1998 Terry was the recipient of NAIFA-Wisconsin’s “A. Jack Nussbaum Distinguished Service Award” and in 2004 he received the Daniel J. Beck Memorial Award from the Waukesha Training Center for his contributions to persons with disabilities.

Featured on Real Wealth®

Featured on Power Session LIVE