Scott Zurat
Wealth Management Advisor|CFP®, CLU®, ChFC®, CASL®, AEP®
Professional
Associations and Memberships and Awards
- "Million Dollar Round Table" (MDRT) Qualifying/Life Member, 2009 - 2024
- Million Dollar Round Table (MDRT) Qualifying Member 2000-2008
- Founded in 1927, MDRT provides members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. MDRT is a premier association of financial service professionals. This status designation is granted for one year and members must apply every year to continue their affiliation with MDRT.
- 2008, 2011, 2015 and 2017-2024 "Court of the Table"
- "Top of the Table" 2023 and 2024
- Estate Planning Council of Rochester
Personal
I am a resident of Fort Myers, Florida where I currently reside with my wife Kim and our son, Alexander. I also spend time in Victor during the summer. I am a member of Oak Hill Golf Club and enjoy golf, working out, traveling and spending time with my family.
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.
Here are my areas of expertise
My business is based on establishing professional relationships with successful people who are interested in building financial security. Although I work under the Northwestern Mutual umbrella I am a broker for over 40 companies. I have spent 30 years specializing in working with Physicians and Dentists especially with respect to disability income. I am also able to offer fee based financial planning services.
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.
