Lee P Traibman
Financial Advisor|CLU®, CLTC®
Personal
Lee lives in Touisset (Warren), RI with his wife Sandra. Lee and Sandra have children and grandchildren around the country, and they travel as often as possible to be with them. Lee is an active boater, enjoys fishing, carpentry and gardening.
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. 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®)
- CLTC® Certification for Long-Term Care (CLTC®)
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
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Mount Hope Farm
Past involvement on the Board of Trustees, Assistant Secretary, Co-Chair of the Development Committee, for Mount Hope Farm, Bristol, RI
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
