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Trudi Kayser
Business Name:
Life Made to Order Financial Phoenix LLC
Business Description:
Each of us wants to reach our goals, appreciate all of life’s gifts and enjoy the journey along the way. Life Made to Order is a way of life, a belief that each one of us has the power to orchestrate our ideal experiences in life. Trudi has experienced LMTO personally and loves sharing how this philosophy applies to all areas of life, especially our finances. Upgrade your Money Soundtrack and enjoy your LMTO today! We are partnered with Five Rings Financial!
How Business Creates Value:
Preparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions, let LMTO help you create and enjoy the retirement of your dreams. The LMTO Team Specializes in: Indexed Accounts, Upside market potential with protection from downside risk Privatized Pensions, A guaranteed income stream you can't outlive Tax-Free Savings, Maximize your future savings without worrying about taxes Living Benefits, Life insurance you don't have to die to use
How Member Creates Value:
I work with individuals and business owners. Contact me today to schedule a complimentary conversation to learn more about our consultative approach. Find out about the best life insurance available! You can click here to access my calendar! https://meetme.so/tckayser

Making Finances Fun

Trudi is making finances fun! Her outgoing and fun spirited nature is what her clients love most about her! She enjoys educating her clients first and foremost to empower them to make their own decisions when it comes to finances. With a hospitality and sales background, her clients feel at ease and completely taken care of throughout the learning process. Trudi is an expert at connecting people and gathering resources for her clients. As an Agency Vice President of the Phoenix office of Life Made to Order, Trudi is a vital part of the growth of our crusade that is spreading across the nation! She is a sought after speaker, financial coach and loves living her Life Made to Order!

Testimonials

I worked with Trudi to help roll over my 401k to an index account. I am now self employed and wanted to have reassurance of a future and retirement. She simplified everything for me. And I really didn't even have to lift a finger. She did all the foot work and with a smile on the whole time. Everything went quick and easy, it was all done with in a week. She said we will meet every year to see where everything is at. I can also call or text her when ever I have questions. I feel safe where my money is! Thank you life made to order. MCrain My wife and I have been looking to save money for our retirement. We went down the road of life insurance and saving. We couldn't save enough for retirement and life insurance is only good when someone died. Not the best options. Thanks to Trudi we have living benefits that we see a future for us. So much better to think that if something goes wrong we are able to take care of each other while alive. Thank you Trudi. RChildress Trudi was so amazing. We switched my daughter's life insurance policy to one that has living benefits. It's great to have extra options to use when you need them at practically the same cost. Trudi is so knowledgeable about this stuff. It's so comforting to have someone I trust and be able to ask questions of. My last agent after I bought the policy never heard from him again and when I asked for help one time he just referred me to the company. Happy to know there is someone who really cares and doesn't treat you like a number. Thanks Trudi! AMoore I couldn't be more pleased and grateful to Trudi C. Kayser for educating and helping me obtain a life insurance policy with living benefits...what a peace of mind she has given me. Her caring personality and knowledge really sets he apart from all the rest. I definitely recommend you to reach out to Trudi in helping to secure your financial future. NButler I met Trudi over a year ago and I’m not very knowledgeable about money investing so I needed it broken down in simple language. We discussed some options and I made it my goal to be able to start saving for my retirement. This year I was able to finally start the process. Trudi will not talk over your head and try to dazzle you with numbers. She will make sure you are very clear about what your options are and what your future will look like. I even had her consult with my daughter to get her on the right path to understand how to plan for her future JOelkers A huge thank you to Trudi for educating and helping me obtain a living Benefits life insurance policy. Too many people ignore this important asset because it doesn’t “feel good”. Trudi is knowledgeable, professional and she genuinely cares about you. I definitely recommend you to reach out to Trudi in helping to secure your financial future. MPeetz

Skills

  • LIfe Insurance
  • Tax Free Retirement
  • Living Benefits
  • College Savings Plans
  • Network Coaching
  • Business Coaching
  • Foundational Financial Planning

Credentials

  • AZ License #1159942
  • CA License #0H78817
  • TX License #2087112
  • VA License #1033866
  • MD License #3000286402
  • WI License #16559108
  • GA License #3313199
  • MI License #0892202

Experience

  • Regional Vice President/Recruiter - Five Rings Financial
  • Owner - Life Made to Order Financial Phoenix LLC

Languages

  • English