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.
Tom Virkler, JD, CLU
Advanced Sales Support
Gregg A. Michael
Advance Concept Design – Schechter Investments
Christopher M. Rich, CLU, ChFC, MSFS, CFP®
Business Succession Planning
Steven J. Brown, CLU, ChFC
Actuary – Life Settlements
Tony Zacharias, CES
Director of Annuities, LTC Benefit Solutions
Daniel S. Valentine, CEO, President
COLI and Advanced Market Design
Danielle Colvin
VP - Director of Underwriting
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