Lee P Traibman, CLU®, CLTC®

Financial Advisor

  • Office 401-457-2935
  • Fax 401-521-3308

Professional

Shortly after beginning my practice in 1991 I had the opportunity to settle my first claim.  It was a very powerful experience since I had only recently learned of my client's objectives and was called upon to make them happen.  I mark that day as a turning point in my career.  Over the years I took on the role as an advocate to my clients'  needs.  Whether a business or personal setting, I learn what's most important to accomplish and help my clients do so.  I then go on to service and update their objectives so that, to the extent possible, the structure and commensurate product are current.  My practice is built on a high degree of commitment and integrity that allows for a trust level between my clients and me so necessary for the work we do.  Now, many years later, and many, many claims settled since that first one, I'm proud to say that path of an advocate was the right one. 

Designations

CLU®  Chartered Life Underwriter® (CLU®)
The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

CLTC®  Certification for Long-Term Care (CLTC®)

The Certification for Long-Term Care educates professionals in the fields of insurance and financial services about the potential emotional, physical and financial consequences a need for care could have on their client and those they love. CLTC education provides professionals with the skill set to discuss these consequences, offer a plan to mitigate them, and when appropriate, recommend long-term care insurance as a funding source for that plan.

 

Associations and Memberships

Member, Estate Planning Council of Rhode Island. 

Member, National Association of Insurance and Financial Advisors.

Member, Rhode Island Association of Insurance and Financial Advisors

Years of Experience

Representing Northwestern Mutual since 1991.

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 1998-1999, 2001-2006

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2007-2014

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2000-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 1993, 1997, 1999-2000, 2002-2004, 2006-2007, 2009-2010

Award recognizing performance

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck