About Klug Insurance Agency
At Klug Insurance Agency LLC, we help residents of Central Wisconsin secure their financial future with expert estate planning, life insurance, and retirement planning services; while our primary focus is on estate planning and digital-first trust solutions.
Mary is also a trusted expert in Medicare plans and Marketplace insurance for those under 65, providing valuable guidance for clients at every stage of life. Schedule a one-on-one consultation today to protect your assets, plan for retirement, and ensure you and your family have the right coverage.
Mary’s Story
Mary Klug, founder of Klug Insurance Agency LLC, has built her career on providing trusted financial guidance to her community. Starting in 1996 as a bank teller, Mary quickly advanced to Branch Manager, gaining hands-on experience in customer service, lending, and business development. She specialized in fixed annuity products to offer creative financial solutions for clients.
In 2013, Mary shifted to insurance, serving the senior market in Merrill and surrounding areas. By 2017, she expanded her services as an independent broker under American Senior Benefits. In 2023, she opened her office and established her own LLC, offering a broad portfolio of products from A-rated companies to better serve her clients’ financial planning needs.
Recognizing a gap in estate planning services locally, Mary integrated digital trust services into her offerings. This cost-effective, modern approach allows clients to manage their trusts digitally while maintaining 100% control, providing peace of mind without the high fees or delays of traditional book trusts.
Meet Mary
Mary Klug, Founder & Lead Advisor
Mary brings over 20 years of financial experience and a deep commitment to her clients’ financial security. Her focus areas include:
- Estate planning for seniors and families
- Retirement and income planning
- Health Insurance
- Life insurance solutions
Mary’s hands-on, personalized approach ensures that each client receives guidance tailored to their specific goals and circumstances. She leverages a simple, digital-first process that makes trust planning and financial management straightforward, even for those new to these tools.
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Upcoming Events & Workshops
Stay informed about Mary’s upcoming workshops, educational sessions, and client events. Use the calendar below to see available dates.
What Our Clients Say
See what clients are saying about their experience with estate planning, retirement strategies, and protection planning.
Take Control of Your Estate, Retirement, and Protection Plan Today.
Schedule your estate planning consultation or call to reserve your private appointment.