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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