Advanced Insurance Strategies
Brian’s role at Confidence Wealth is to guide clients through the complexities of Risk Management via insurance solutions. As the Advanced Insurance Strategist, he considers an array of different uses of the ideas: from shifting an individual’s risk to a carrier, utilizing the synergistic benefits of tax free income from certain insurance products, helping mitigate financial problems due to clients’ unexpected health issues, to insuring our clients’ income protection if a disability should occur, just to name a few.
When it comes to business owners, Brian has extensive knowledge including Business Succession, Executive Compensation Planning, Financing Premiums, and Qualified Retirement plans.
Brian brings more than 35 years in the life insurance and financial services industries. He specializes in helping clients by using creative strategies to help address the client’s pressing concerns. He can help to simplify ideas and present them in a style that is clear and compelling.
Brian has twin, young adult, boys and is a Multi-National Champion in Masters Swimming. His hobbies are classic muscle cars and hitting the beach for volleyball.