Brian has been an integral part of our Life Insurance Team since 2010. His primary goal in partnering with producers is to help them grow their life insurance business by helping them position appropriate life insurance products as potential pieces of their clients’ overall financial strategies. He is adept at coaching his producers on different concepts for uses of life insurance, such as executive bonus plans, IRA maximization and as a supplemental tax-free retirement income source.* Brian was in sales with BMW for 10 years prior to coming to GamePlan.
Brian is married to his high school sweetheart and they have two children. Originally from Long Island, NY, he earned a degree in Business Management from Dowling College while there. A gifted stand-up comedian, Brian also enjoys boating and playing golf.
* Policy loans and withdrawals will reduce available cash values and death benefits, and may cause the policy to lapse or affect any guarantees against lapse. Additional premium payments may be required to keep the policy in force. In the event of a lapse, outstanding policy loans in excess of un-recovered cost basis will be subject to ordinary income tax. Tax laws are subject to change.
800.886.4757 ext. 1353
300 ParkBrooke Place, Ste. 200
Woodstock, GA 30189
Individual producer results may vary. The experience of other financial professionals is no guarantee of future success.
Please note that GamePlan Financial Marketing, LLC, its affiliated companies, and their representatives do not give legal, tax, or Social Security advice. Producers and their clients are encouraged to consult a tax advisor, attorney, or the Social Security Administration via their local office or online at www.ssa.gov.