Michael Schudel, JD, CFP, ChFC, CLU, CASL

Advanced Markets Specialist

Experience

Carson Wealth Management | Insurance Advisor
Omaha, NE | July 2014 – May 2017

  • Strategized and sold insurance solutions (disability, life & long-term care) to high net-worth clients
  • Provided policy service and analysis to existing policy owners
  • Created sophisticated insurance and planning content for distributions amongst Carson Group’s Advisory Platform

Concordia University | Adjunct Professor
Seward, NE | 2011 – 2012

  • Professor for two eight-week online courses
  • Taught Family Law and Financial Planning for Seniors

Northwestern Mutual | Financial Representative
Omaha, NE | July 2007 – May 2014

  • Identified prospective clients, scheduled meetings with them to initiate the financial planning process
  • Identified financial goals and needs of my clients
  • Presented both insurance and investment solutions
  • Maintained relationships with clients on ongoing basis monitoring their evolving needs

Silverstone Group | Account Manager
Omaha, NE | May 2006 – July 2007

  • Worked in client acquisition and relationship development in the group health insurance market
  • Conducted annual group health insurance plan reviews with clients
  • Gathered bids from insurance carriers and prepared those bids for client presentation

TierOne Bank | Credit Analyst
Lincoln, NE | May 2004 – May 2006

  • Gathered bank client financials to assess creditworthiness
  • Prepared and presented both new client applications and existing client financials to senior loan officers

 

Education

University of Nebraska, College of Law | Juris Doctor
Lincoln, NE | Graduated May 2006
Baylor University | Bachelor of Arts in Communication Studies/Pre-Law
Waco, TX | Graduated May 2003

 

Licensure

  • Licensed to practice law in Nebraska & U.S. District of Nebraska; State Insurance Licensed in Nebraska

 

Professional Designations

  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Chartered Advisor of Senior Living (CASL)
  • Series 6, 63 and 65 Exams