LifeBrokers Advanced Specialist Team
LifeBrokers can provide you with expert assistance from design concept interaction to joint sales calls and discussion with the prospective client’s attorney or accountant.
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Tom Virkler, JD, CLU
Advanced Sales Support
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Gregg A. Michael
Advance Concept Design – Schechter Investments
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Christopher M. Rich, CLU, ChFC, MSFS, CFP®
Business Succession Planning
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Steven J. Brown, CLU, ChFC
Actuary – Life Settlements
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Tony Zacharias, CES
Director of Annuities, LTC Benefit Solutions
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Daniel S. Valentine, CEO, President
COLI and Advanced Market Design
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Danielle Colvin
VP - Director of Underwriting
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Tom Nicols, CLU, FLMI, ACS
Disability Income Sales & Marketing Manager
Contact Dan Valentine to utilize the expertise from years of experience. We are here to help provide both you and your clients solutions that fit their Advanced Planning and Estate Planning needs.
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Contact
- 2633 E. Indian School Road, Suite 410
- Phoenix, AZ , 85016
- (602) 494- 9500
- info@lbiusa.com