Jeffrey Tegeler, CLU, ChFC, CFP, JD
Principal
Professional Specialties*
- Wealth Transfer Planning
- Estate Analysis
- Business Continuation Planning
- Insurance Tax Planning
Qualifications
- J.D., University of Iowa College of Law
- B.A., University of Iowa
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Certified Financial Planner™ (CFP®)
- Former Vice President Advanced Underwriting, Swenson Anderson Associates
- Former Senior Advanced Underwriting Counsel, Minnesota Mutual Life
- Former Estate Analyst, Principal Financial Group
- Registered Representative and Investment Advisor Representative with NFPAS.
Articles
- Financial and Estate Planning Quarterly (1988)
- The Journal of the American Society of CLU and ChFC (1988, 1991, 1992)
- Footnote (1995, Published by the Minnesota Society of Certified Public Accountants)
Speeches and Instructions
- 11th, 12th and 13th Annual Estate and Personal Financial Planning Conference (sponsored by the MN Society of Certified Public Accountants)
- 53rd and 54th Tax Institutes (Sponsored by the MN State Bar Association)
- 17th Annual Planned Giving Conference
- 17th Annual Probate and Trust Law Section Seminar (Sponsored by the MN State
Bar Association) - 1996 International Association of Financial Planners' Annual Meeting
- Hennepin County Bar Association - Business Banking, Franchise, Probate and Estate sections
- Dean, Minnesota Advanced Life Underwriting Institute: 1991, 1992, 1993 & 1998
- 1996 Annual Meeting American Society of CLU and ChFC