"We were looking to convert some whole life policies to variable life policies in order to migrate policy assets away from fixed income exposure. Dave was able to identify the best investment products available at the lowest net cost to us while at the same time addressing our unique insurance coverage needs. He went beyond what we asked and also found a way for us to consolidate our long-term care coverage with features in the new variable life policies. Whether you need simple coverage for basic needs or tailored solutions for complex needs, Dave can get it done."
— John Robertson, Managing Member, Patriot Aircraft Holdings LLC Former Managing Director, Deutsche Asset Management
"My wife and I were looking for some help with our long term care insurance planning. David worked responsively with us in identifying our needs and financial capacity and delivered a great solution for us. We would recommend him to anyone looking for long term care insurance."
— Thomas R. Collins President & CEO Northern Trust - Missouri
"At a time when information is so readily available, it is challenging to find someone knowledgeable to sift through and bring wisdom to complex situations. That is one of the things I value most about David. By way of his years of concentrated focus on risk management, David brings a unique expertise to solving a myriad of challenging issues and navigating hurdles to deliver best in class solutions for my clients. In addition, when working with David, I always know that I will get straight answers and an advocate in our corner when negotiating with insurance companies. I consider David to be a member of my professional team and engage him with confidence every time an insurance solution is needed for my clients."
— Daryl J. Tegtmeier, CFP®, CEPA, Principal of Epoch Family Wealth