TREVOR MORGAN AGENT

My Background

I was in the U.S. Military Active Duty for 5 years. After I became disabled and Honorably discharged I was a registered agent for another top company where I went on to gain both my Series 7 and Series 66 Licenses, was a Registered Investment Advisor Representative and from there was promoted to Director of Training and Development for the State of Wisconsin. The opportunity came along in 2011 to come to American Family Insurance and it was truly a dream come true. As the Agency Owner I truly value each of our clients and when you come into our office you will feel it is a warm environment, will be welcomed as you come in, offered a drink of your choice and a relaxing atmosphere. We fully understand many companies say you are like home with your insurance agent but we hope you will find we take it a step further and get to know all of our clients on a personal basis, carefully finding the right approach that works for YOU and finding the right insurance products to ensure you assets are protected from both loss and liability inside of your portfolio. I am a different kind of agent, you will find that I am laid back but extremely passionate that our clients can get ahold of me when needed and answer EVERY email bar none ! I am proud to work for a diverse company that allows me to show my tattoos and our office is made for your comfort, including beverages, recliners, a huge saltwater aquarium that kids love and will look forward to visiting the insurance office to feed the fish and watch "Nemo" and "Dori" swim the tank ! We proudly Welcome you to our agency and me and my staff can't wait to get to know you. The staff are pure ROCKSTARS, who will always look out for your best interest and keep me up to date on everything, we are a TEAM at our agency and are very unique !

Organizations

Completed the Life Underwriting Training Council Fellow (LUTCF) designation through The American College Completed the Financial Services Certified Professional (FSCP) designation through The American College Life Member of Disabled American Veterans Life Member of the VA Actively participate in Veterans Outreach of Wisconsin DAILY to provide dry foods as a collection location for the homeless veterans shelter of S.E. Wisconsin Actively participate to the HALO homeless shelter in Racine, WI doing a yearly coat drive providing over 150 coats a year to the shelter plus gloves, scarves, etc. used for warmth in our WI winters Member of the American Legion Post in Union Grove, WI Actively coordinate with the Mount Pleasant Police Department to help activities that promote opportunities for our troubled youth by donating time and money, resources, movie tickets, raffles, shirts etc. to honor them for their goals that each child has reached

Hobbies & Interests

My largest 2 HONEST hobbies are Family and Work.. I put a ton of effort into both. I am married to a beautiful Wife Ashlee and proud Daddy to Jasmine ! When not with family my full focus is usually almost always work. I tend to be in the office no later than 0630 am and when I get home and spend time with family you will see I work on my IPAD until 1:00 am, this gives me the opportunity to meet personally face to face with as many clients as possible during the day while also making sure to answer EACH email either during the day or at night

Licensed Staff

My agency is staffed with 3 licensed assistants and 1 personal assistant that is also working on licensing. This arrangement of staff truly makes up a "World Class" agency for our clients, each bring different aspects to the table so depending on your situation you will be paired with someone that knows you by name and your account. Christina, Ashley, Jana and Jimmy can work with you to get you the right insurance products to fit your portfolio needs and protect your family and assets. Ashley is my personal assistant who does all of my scheduling, meeting requests and will assist you in anything you need when it comes to getting you to the right person including myself.

Years of Service

I have served as an American Family agent for over 6 years.

Previous Employment

Active Duty in the United States Military for 5 years State Director of Training and Development for insurance and financial firms and a licensed Investment Advisor Representative carrying both my Series 7 and Series 66 Licenses previously

Honors

Proudly honored as a Certified American Star Agency for CUSTOMER EXCELLENCE ! All American member in 2012, 2013, 2014 and 2017 Wisconsin East 5 year Hall of Fame member for AFLIC award for 2012, 2013, 2014, 2015 and 2016 while achieving the top award at the time of DISTINGUISHED LIFE DIAMOND Customer Satisfaction was a 9.53 out of 10 in 2016, a very high level which shows our clients that they are our top need each and every day, THANK YOU !